Independent Advisor Alliance’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
22,984
+658
| +3% | +$68.6K | 0.07% | 243 |
|
|
2025
Q1 | $2.43M | Buy |
22,326
+602
| +3% | +$65.6K | 0.08% | 222 |
|
|
2024
Q4 | $2.04M | Buy |
21,724
+387
| +2% | +$36.4K | 0.03% | 509 |
|
|
2024
Q3 | $2.05M | Sell |
21,337
-391
| -2% | -$37.6K | 0.07% | 218 |
|
|
2024
Q2 | $1.7M | Buy |
21,728
+1,438
| +7% | +$113K | 0.06% | 244 |
|
|
2024
Q1 | $1.67M | Buy |
20,290
+1,341
| +7% | +$110K | 0.06% | 243 |
|
|
2023
Q4 | $1.59M | Sell |
18,949
-400
| -2% | -$33.7K | 0.06% | 239 |
|
|
2023
Q3 | $1.56M | Buy |
19,349
+6,260
| +48% | +$504K | 0.07% | 228 |
|
|
2023
Q2 | $1.15M | Buy |
13,089
+284
| +2% | +$25.1K | 0.05% | 281 |
|
|
2023
Q1 | $1.21M | Sell |
12,805
-2,691
| -17% | -$255K | 0.06% | 263 |
|
|
2022
Q4 | $1.45K | Buy |
15,496
+2,384
| +18% | +$224 | ﹤0.01% | 276 |
|
|
2022
Q3 | $1.17M | Buy |
13,112
+1,469
| +13% | +$131K | 0.07% | 238 |
|
|
2022
Q2 | $1.17M | Buy |
11,643
+553
| +5% | +$55.7K | 0.07% | 242 |
|
|
2022
Q1 | $1.11M | Buy |
11,090
+94
| +0.9% | +$9.38K | 0.05% | 266 |
|
|
2021
Q4 | $1.07M | Sell |
10,996
-23
| -0.2% | -$2.23K | 0.05% | 271 |
|
|
2021
Q3 | $972K | Buy |
11,019
+337
| +3% | +$29.7K | 0.05% | 271 |
|
|
2021
Q2 | $950K | Buy |
10,682
+1,110
| +12% | +$98.7K | 0.05% | 291 |
|
|
2021
Q1 | $896K | Sell |
9,572
-400
| -4% | -$37.4K | 0.05% | 273 |
|
|
2020
Q4 | $918K | Buy |
9,972
+1,245
| +14% | +$115K | 0.06% | 226 |
|
|
2020
Q3 | $846K | Sell |
8,727
-216
| -2% | -$20.9K | 0.06% | 209 |
|
|
2020
Q2 | $784K | Sell |
8,943
-5,113
| -36% | -$448K | 0.08% | 200 |
|
|
2020
Q1 | $1.24M | Buy |
14,056
+364
| +3% | +$32.1K | 0.18% | 101 |
|
|
2019
Q4 | $1.26M | Sell |
13,692
-521
| -4% | -$48.1K | 0.06% | 318 |
|
|
2019
Q3 | $1.35M | Buy |
14,213
+257
| +2% | +$24.4K | 0.17% | 122 |
|
|
2019
Q2 | $1.16M | Buy |
13,956
+1,395
| +11% | +$116K | 0.17% | 126 |
|
|
2019
Q1 | $993K | Buy |
12,561
+2,512
| +25% | +$199K | 0.14% | 143 |
|
|
2018
Q4 | $696K | Buy |
10,049
+1,163
| +13% | +$80.6K | 0.12% | 160 |
|
|
2018
Q3 | $578K | Buy |
8,886
+391
| +5% | +$25.4K | 0.1% | 169 |
|
|
2018
Q2 | $538K | Sell |
8,495
-90
| -1% | -$5.7K | 0.11% | 175 |
|
|
2018
Q1 | $535K | Buy |
8,585
+334
| +4% | +$20.8K | 0.12% | 180 |
|
|
2017
Q4 | $540K | Buy |
+8,251
| New | +$540K | 0.12% | 178 |
|