KCM Investment 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 | $2.05M | Sell |
19,657
-342
| -2% | -$35.6K | 0.07% | 157 |
|
|
2025
Q1 | $2.18M | Sell |
19,999
-319
| -2% | -$34.8K | 0.08% | 149 |
|
|
2024
Q4 | $1.91M | Buy |
20,318
+33
| +0.2% | +$3.1K | 0.07% | 160 |
|
|
2024
Q3 | $1.95M | Buy |
20,285
+39
| +0.2% | +$3.75K | 0.07% | 161 |
|
|
2024
Q2 | $1.59M | Sell |
20,246
-1,193
| -6% | -$93.6K | 0.06% | 172 |
|
|
2024
Q1 | $1.76M | Sell |
21,439
-2,170
| -9% | -$178K | 0.07% | 168 |
|
|
2023
Q4 | $1.99M | Sell |
23,609
-2,667
| -10% | -$224K | 0.08% | 151 |
|
|
2023
Q3 | $2.12M | Sell |
26,276
-60
| -0.2% | -$4.83K | 0.09% | 143 |
|
|
2023
Q2 | $2.32M | Sell |
26,336
-694
| -3% | -$61.2K | 0.09% | 144 |
|
|
2023
Q1 | $2.56M | Sell |
27,030
-95
| -0.4% | -$9.01K | 0.1% | 144 |
|
|
2022
Q4 | $2.54M | Sell |
27,125
-895
| -3% | -$83.9K | 0.11% | 141 |
|
|
2022
Q3 | $2.51M | Sell |
28,020
-789
| -3% | -$70.6K | 0.12% | 133 |
|
|
2022
Q2 | $2.9M | Sell |
28,809
-737
| -2% | -$74.2K | 0.13% | 128 |
|
|
2022
Q1 | $2.95M | Sell |
29,546
-1,545
| -5% | -$154K | 0.11% | 135 |
|
|
2021
Q4 | $3.02M | Sell |
31,091
-732
| -2% | -$71.1K | 0.11% | 142 |
|
|
2021
Q3 | $2.81M | Sell |
31,823
-142
| -0.4% | -$12.5K | 0.11% | 138 |
|
|
2021
Q2 | $2.84M | Buy |
31,965
+8
| +0% | +$712 | 0.12% | 131 |
|
|
2021
Q1 | $2.99M | Sell |
31,957
-2,266
| -7% | -$212K | 0.13% | 120 |
|
|
2020
Q4 | $3.15M | Sell |
34,223
-717
| -2% | -$66K | 0.15% | 111 |
|
|
2020
Q3 | $3.39M | Sell |
34,940
-1,277
| -4% | -$124K | 0.19% | 97 |
|
|
2020
Q2 | $3.17M | Sell |
36,217
-1,419
| -4% | -$124K | 0.18% | 103 |
|
|
2020
Q1 | $3.32M | Sell |
37,636
-2,252
| -6% | -$198K | 0.22% | 89 |
|
|
2019
Q4 | $3.68M | Sell |
39,888
-488
| -1% | -$45K | 0.2% | 97 |
|
|
2019
Q3 | $3.84M | Sell |
40,376
-333
| -0.8% | -$31.7K | 0.22% | 95 |
|
|
2019
Q2 | $3.39M | Buy |
40,709
+828
| +2% | +$69K | 0.2% | 99 |
|
|
2019
Q1 | $3.15M | Sell |
39,881
-1,693
| -4% | -$134K | 0.2% | 105 |
|
|
2018
Q4 | $2.88M | Sell |
41,574
-3,824
| -8% | -$265K | 0.19% | 109 |
|
|
2018
Q3 | $3.03M | Sell |
45,398
-14,757
| -25% | -$985K | 0.17% | 114 |
|
|
2018
Q2 | $3.89M | Sell |
60,155
-11,740
| -16% | -$759K | 0.24% | 95 |
|
|
2018
Q1 | $4.51M | Sell |
71,895
-11,938
| -14% | -$749K | 0.27% | 90 |
|
|
2017
Q4 | $5.57M | Sell |
83,833
-2,480
| -3% | -$165K | 0.33% | 81 |
|
|
2017
Q3 | $5.42M | Sell |
86,313
-621
| -0.7% | -$39K | 0.33% | 80 |
|
|
2017
Q2 | $5.34M | Sell |
86,934
-2,210
| -2% | -$136K | 0.33% | 79 |
|
|
2017
Q1 | $5.41M | Buy |
89,144
+512
| +0.6% | +$31K | 0.35% | 77 |
|
|
2016
Q4 | $5.2M | Sell |
88,632
-1,300
| -1% | -$76.2K | 0.35% | 79 |
|
|
2016
Q3 | $5.39M | Sell |
89,932
-15
| -0% | -$898 | 0.37% | 78 |
|
|
2016
Q2 | $5.87M | Sell |
89,947
-3,014
| -3% | -$197K | 0.41% | 68 |
|
|
2016
Q1 | $5.58M | Sell |
92,961
-1,039
| -1% | -$62.4K | 0.41% | 69 |
|
|
2015
Q4 | $4.82M | Sell |
94,000
-39
| -0% | -$2K | 0.38% | 79 |
|
|
2015
Q3 | $4.91M | Sell |
94,039
-1,421
| -1% | -$74.2K | 0.41% | 72 |
|
|
2015
Q2 | $4.29M | Buy |
95,460
+4,123
| +5% | +$185K | 0.34% | 89 |
|
|
2015
Q1 | $4.52M | Buy |
91,337
+5,641
| +7% | +$279K | 0.36% | 83 |
|
|
2014
Q4 | $4.52M | Buy |
85,696
+25,883
| +43% | +$1.37M | 0.38% | 77 |
|
|
2014
Q3 | $2.57M | Buy |
59,813
+28,004
| +88% | +$1.2M | 0.24% | 122 |
|
|
2014
Q2 | $1.49M | Buy |
31,809
+10,015
| +46% | +$470K | 0.14% | 185 |
|
|
2014
Q1 | $1.02M | Sell |
21,794
-750
| -3% | -$34.9K | 0.1% | 219 |
|
|
2013
Q4 | $932K | Buy |
22,544
+100
| +0.4% | +$4.13K | 0.1% | 218 |
|
|
2013
Q3 | $906K | Buy |
22,444
+519
| +2% | +$21K | 0.11% | 217 |
|
|
2013
Q2 | $899K | Buy |
+21,925
| New | +$899K | 0.11% | 207 |
|