J.W. Cole Advisors’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 | $2.6M | Buy |
24,929
+372
| +2% | +$38.8K | 0.06% | 328 |
|
|
2025
Q1 | $2.68M | Buy |
+24,557
| New | +$2.68M | 0.08% | 243 |
|
|
2023
Q4 | – | Sell |
-3,349
| Closed | -$270K | – | 861 |
|
|
2023
Q3 | $270K | Sell |
3,349
-793
| -19% | -$63.9K | 0.02% | 590 |
|
|
2023
Q2 | $366K | Sell |
4,142
-88
| -2% | -$7.77K | 0.03% | 519 |
|
|
2023
Q1 | $401K | Buy |
4,230
+1,404
| +50% | +$133K | 0.03% | 501 |
|
|
2022
Q4 | $265K | Sell |
2,826
-255
| -8% | -$23.9K | 0.02% | 607 |
|
|
2022
Q3 | $276K | Buy |
3,081
+80
| +3% | +$7.17K | 0.02% | 570 |
|
|
2022
Q2 | $302K | Buy |
3,001
+740
| +33% | +$74.5K | 0.02% | 551 |
|
|
2022
Q1 | $226K | Buy |
2,261
+4
| +0.2% | +$400 | 0.02% | 713 |
|
|
2021
Q4 | $219K | Buy |
+2,257
| New | +$219K | 0.01% | 758 |
|
|
2021
Q3 | – | Sell |
-2,271
| Closed | -$202K | – | 790 |
|
|
2021
Q2 | $202K | Buy |
2,271
+38
| +2% | +$3.38K | 0.02% | 701 |
|
|
2021
Q1 | $209K | Buy |
2,233
+48
| +2% | +$4.49K | 0.02% | 616 |
|
|
2020
Q4 | $201K | Sell |
2,185
-13,836
| -86% | -$1.27M | 0.02% | 596 |
|
|
2020
Q3 | $1.55M | Buy |
+16,021
| New | +$1.55M | 0.12% | 187 |
|