Kestra Advisory Services’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 | $3.28M | Buy |
31,515
+4,852
| +18% | +$506K | 0.02% | 821 |
|
|
2025
Q1 | $2.91M | Sell |
26,663
-1,302
| -5% | -$142K | 0.01% | 814 |
|
|
2024
Q4 | $2.63M | Sell |
27,965
-519
| -2% | -$48.8K | 0.01% | 863 |
|
|
2024
Q3 | $2.74M | Buy |
28,484
+1,158
| +4% | +$111K | 0.02% | 807 |
|
|
2024
Q2 | $2.14M | Sell |
27,326
-10,915
| -29% | -$856K | 0.01% | 923 |
|
|
2024
Q1 | $3.14M | Buy |
38,241
+523
| +1% | +$42.9K | 0.02% | 689 |
|
|
2023
Q4 | $3.17M | Buy |
37,718
+8,257
| +28% | +$695K | 0.03% | 619 |
|
|
2023
Q3 | $2.37M | Buy |
29,461
+456
| +2% | +$36.7K | 0.02% | 629 |
|
|
2023
Q2 | $2.56M | Buy |
29,005
+290
| +1% | +$25.6K | 0.03% | 588 |
|
|
2023
Q1 | $2.72M | Buy |
28,715
+3,723
| +15% | +$353K | 0.03% | 538 |
|
|
2022
Q4 | $2.34M | Sell |
24,992
-1,989
| -7% | -$186K | 0.02% | 684 |
|
|
2022
Q3 | $2.41M | Buy |
26,981
+2,067
| +8% | +$185K | 0.03% | 602 |
|
|
2022
Q2 | $2.51M | Buy |
24,914
+4,845
| +24% | +$488K | 0.03% | 589 |
|
|
2022
Q1 | $2M | Buy |
20,069
+1,958
| +11% | +$195K | 0.02% | 674 |
|
|
2021
Q4 | $1.76M | Buy |
18,111
+2,598
| +17% | +$252K | 0.02% | 737 |
|
|
2021
Q3 | $1.37M | Buy |
15,513
+625
| +4% | +$55.1K | 0.01% | 860 |
|
|
2021
Q2 | $1.32M | Buy |
14,888
+1,410
| +10% | +$125K | 0.02% | 810 |
|
|
2021
Q1 | $1.26M | Sell |
13,478
-2,807
| -17% | -$263K | 0.02% | 776 |
|
|
2020
Q4 | $1.48M | Buy |
16,285
+2,643
| +19% | +$239K | 0.02% | 704 |
|
|
2020
Q3 | $1.32M | Buy |
+13,642
| New | +$1.32M | 0.02% | 546 |
|