Janney Montgomery Scott’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 | $8.15M | Sell |
78,219
-2,808
| -3% | -$293K | 0.02% | 635 |
|
|
2025
Q1 | $8.83M | Buy |
81,027
+10,044
| +14% | +$1.09M | 0.03% | 576 |
|
|
2024
Q4 | $6.68M | Buy |
70,983
+1,697
| +2% | +$160K | 0.02% | 684 |
|
|
2024
Q3 | $6.66M | Buy |
69,286
+8,628
| +14% | +$830K | 0.02% | 673 |
|
|
2024
Q2 | $4.76M | Buy |
60,658
+1,359
| +2% | +$107K | 0.01% | 749 |
|
|
2024
Q1 | $4.87M | Buy |
59,299
+1,584
| +3% | +$130K | 0.01% | 776 |
|
|
2023
Q4 | $4.86M | Sell |
57,715
-3,588
| -6% | -$302K | 0.02% | 741 |
|
|
2023
Q3 | $4.94M | Sell |
61,303
-970
| -2% | -$78.1K | 0.02% | 678 |
|
|
2023
Q2 | $5.5M | Sell |
62,273
-2,246
| -3% | -$198K | 0.02% | 665 |
|
|
2023
Q1 | $6.12M | Buy |
64,519
+1,355
| +2% | +$128K | 0.03% | 573 |
|
|
2022
Q4 | $5.92M | Buy |
63,164
+4,078
| +7% | +$382K | 0.02% | 613 |
|
|
2022
Q3 | $5.28M | Buy |
59,086
+1,986
| +3% | +$178K | 0.02% | 610 |
|
|
2022
Q2 | $5.69M | Buy |
57,100
+5,141
| +10% | +$512K | 0.03% | 560 |
|
|
2022
Q1 | $5.19M | Buy |
51,959
+1,209
| +2% | +$121K | 0.02% | 592 |
|
|
2021
Q4 | $4.93M | Sell |
50,750
-194
| -0.4% | -$18.8K | 0.02% | 636 |
|
|
2021
Q3 | $4.49M | Sell |
50,944
-15,190
| -23% | -$1.34M | 0.02% | 630 |
|
|
2021
Q2 | $5.88M | Sell |
66,134
-11,285
| -15% | -$1M | 0.03% | 536 |
|
|
2021
Q1 | $7.25M | Sell |
77,419
-764
| -1% | -$71.5K | 0.04% | 421 |
|
|
2020
Q4 | $7.2M | Buy |
78,183
+156
| +0.2% | +$14.4K | 0.03% | 420 |
|
|
2020
Q3 | $7.56M | Sell |
78,027
-1,528
| -2% | -$148K | 0.04% | 360 |
|
|
2020
Q2 | $6.97M | Buy |
79,555
+2,441
| +3% | +$214K | 0.04% | 359 |
|
|
2020
Q1 | $6.8M | Buy |
77,114
+45
| +0.1% | +$3.97K | 0.05% | 311 |
|
|
2019
Q4 | $7.11M | Sell |
77,069
-737
| -0.9% | -$68K | 0.05% | 354 |
|
|
2019
Q3 | $7.4M | Sell |
77,806
-34,516
| -31% | -$3.28M | 0.05% | 337 |
|
|
2019
Q2 | $9.36M | Buy |
112,322
+12,831
| +13% | +$1.07M | 0.07% | 283 |
|
|
2019
Q1 | $7.87M | Buy |
99,491
+519
| +0.5% | +$41K | 0.06% | 311 |
|
|
2018
Q4 | $6.86M | Buy |
98,972
+3,860
| +4% | +$267K | 0.07% | 306 |
|
|
2018
Q3 | $6.35M | Buy |
95,112
+2,449
| +3% | +$164K | 0.05% | 344 |
|
|
2018
Q2 | $5.99M | Buy |
92,663
+733
| +0.8% | +$47.4K | 0.06% | 336 |
|
|
2018
Q1 | $5.76M | Buy |
91,930
+5,594
| +6% | +$351K | 0.06% | 337 |
|
|
2017
Q4 | $5.74M | Buy |
86,336
+7,536
| +10% | +$501K | 0.06% | 332 |
|
|
2017
Q3 | $4.95M | Buy |
78,800
+3,854
| +5% | +$242K | 0.06% | 340 |
|
|
2017
Q2 | $4.6M | Buy |
74,946
+6,337
| +9% | +$389K | 0.06% | 338 |
|
|
2017
Q1 | $4.16M | Buy |
68,609
+7,432
| +12% | +$451K | 0.06% | 337 |
|
|
2016
Q4 | $3.59M | Buy |
61,177
+8,928
| +17% | +$524K | 0.05% | 336 |
|
|
2016
Q3 | $3.13M | Buy |
+52,249
| New | +$3.13M | 0.06% | 333 |
|
|
2016
Q2 | – | Sell |
-50,954
| Closed | -$3.06M | – | 1173 |
|
|
2016
Q1 | $3.06M | Buy |
50,954
+26,966
| +112% | +$1.62M | 0.08% | 245 |
|
|
2015
Q4 | $1.23M | Buy |
23,988
+585
| +2% | +$30K | 0.03% | 492 |
|
|
2015
Q3 | $1.22M | Buy |
23,403
+4,086
| +21% | +$213K | 0.03% | 466 |
|
|
2015
Q2 | $869K | Sell |
19,317
-516
| -3% | -$23.2K | 0.02% | 858 |
|
|
2015
Q1 | $982K | Sell |
19,833
-112
| -0.6% | -$5.55K | 0.02% | 911 |
|
|
2014
Q4 | $1.05M | Buy |
19,945
+521
| +3% | +$27.5K | 0.02% | 841 |
|
|
2014
Q3 | $835K | Buy |
19,424
+1,579
| +9% | +$67.9K | 0.02% | 935 |
|
|
2014
Q2 | $837K | Buy |
17,845
+577
| +3% | +$27.1K | 0.02% | 924 |
|
|
2014
Q1 | $804K | Sell |
17,268
-97
| -0.6% | -$4.52K | 0.02% | 849 |
|
|
2013
Q4 | $718K | Sell |
17,365
-188
| -1% | -$7.77K | 0.02% | 875 |
|
|
2013
Q3 | $709K | Buy |
17,553
+6,191
| +54% | +$250K | 0.02% | 804 |
|
|
2013
Q2 | $466K | Buy |
+11,362
| New | +$466K | 0.05% | 413 |
|