Kestra Private Wealth 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 | $3.64M | Buy |
34,937
+479
| +1% | +$49.9K | 0.05% | 349 |
|
|
2025
Q1 | $3.76M | Buy |
34,458
+737
| +2% | +$80.3K | 0.06% | 304 |
|
|
2024
Q4 | $3.17M | Buy |
33,721
+475
| +1% | +$44.7K | 0.05% | 323 |
|
|
2024
Q3 | $3.2M | Buy |
33,246
+7,567
| +29% | +$728K | 0.06% | 314 |
|
|
2024
Q2 | $2.01M | Sell |
25,679
-130
| -0.5% | -$10.2K | 0.04% | 395 |
|
|
2024
Q1 | $2.12M | Sell |
25,809
-858
| -3% | -$70.5K | 0.05% | 359 |
|
|
2023
Q4 | $2.24M | Sell |
26,667
-574
| -2% | -$48.3K | 0.06% | 325 |
|
|
2023
Q3 | $2.19M | Buy |
27,241
+1,120
| +4% | +$90.2K | 0.07% | 288 |
|
|
2023
Q2 | $2.3M | Buy |
26,121
+2,048
| +9% | +$181K | 0.08% | 271 |
|
|
2023
Q1 | $2.28M | Buy |
24,073
+683
| +3% | +$64.7K | 0.09% | 239 |
|
|
2022
Q4 | $2.19M | Buy |
23,390
+1,640
| +8% | +$154K | 0.11% | 213 |
|
|
2022
Q3 | $1.95M | Buy |
21,750
+1,788
| +9% | +$160K | 0.11% | 209 |
|
|
2022
Q2 | $2.01M | Sell |
19,962
-3,546
| -15% | -$357K | 0.11% | 215 |
|
|
2022
Q1 | $2.35M | Buy |
23,508
+1,000
| +4% | +$99.8K | 0.12% | 193 |
|
|
2021
Q4 | $2.19M | Buy |
22,508
+1,099
| +5% | +$107K | 0.1% | 208 |
|
|
2021
Q3 | $1.89M | Buy |
21,409
+974
| +5% | +$85.9K | 0.11% | 210 |
|
|
2021
Q2 | $1.82M | Buy |
20,435
+2,099
| +11% | +$187K | 0.11% | 210 |
|
|
2021
Q1 | $1.72M | Buy |
18,336
+2,443
| +15% | +$229K | 0.12% | 193 |
|
|
2020
Q4 | $1.44M | Buy |
15,893
+111
| +0.7% | +$10.1K | 0.11% | 206 |
|
|
2020
Q3 | $1.53M | Buy |
+15,782
| New | +$1.53M | 0.13% | 168 |
|