Keystone Financial Group (Kentucky)’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 | $317K | Hold |
3,045
| – | – | 0.03% | 307 |
|
|
2025
Q1 | $332K | Sell |
3,045
-126
| -4% | -$13.7K | 0.03% | 272 |
|
|
2024
Q4 | $298K | Buy |
3,171
+1
| +0% | +$94 | 0.03% | 296 |
|
|
2024
Q3 | $305K | Buy |
3,170
+2
| +0.1% | +$192 | 0.04% | 274 |
|
|
2024
Q2 | $249K | Sell |
3,168
-44
| -1% | -$3.45K | 0.09% | 141 |
|
|
2024
Q1 | $264K | Buy |
3,212
+1
| +0% | +$82 | 0.04% | 277 |
|
|
2023
Q4 | $270K | Buy |
3,211
+138
| +4% | +$11.6K | 0.05% | 231 |
|
|
2023
Q3 | $248K | Buy |
3,073
+28
| +0.9% | +$2.26K | 0.04% | 238 |
|
|
2023
Q2 | $269K | Buy |
+3,045
| New | +$269K | 0.05% | 233 |
|
|
2022
Q4 | $285K | Hold |
3,045
| – | – | 0.06% | 214 |
|
|
2022
Q3 | $272K | Buy |
3,045
+30
| +1% | +$2.68K | 0.06% | 216 |
|
|
2022
Q2 | $303K | Hold |
3,015
| – | – | 0.06% | 208 |
|
|
2022
Q1 | $301K | Hold |
3,015
| – | – | 0.05% | 227 |
|
|
2021
Q4 | $293K | Sell |
3,015
-200
| -6% | -$19.4K | 0.05% | 244 |
|
|
2021
Q3 | $284K | Hold |
3,215
| – | – | 0.05% | 232 |
|
|
2021
Q2 | $286K | Hold |
3,215
| – | – | 0.05% | 234 |
|
|
2021
Q1 | $301K | Hold |
3,215
| – | – | 0.06% | 209 |
|
|
2020
Q4 | $296K | Sell |
3,215
-50
| -2% | -$4.6K | 0.06% | 197 |
|
|
2020
Q3 | $316K | Buy |
3,265
+389
| +14% | +$37.6K | 0.08% | 177 |
|
|
2020
Q2 | $252K | Sell |
2,876
-135
| -4% | -$11.8K | 0.07% | 187 |
|
|
2020
Q1 | $265K | Hold |
3,011
| – | – | 0.09% | 164 |
|
|
2019
Q4 | $278K | Sell |
3,011
-100
| -3% | -$9.23K | 0.07% | 192 |
|
|
2019
Q3 | $296K | Hold |
3,111
| – | – | 0.09% | 175 |
|
|
2019
Q2 | $259K | Sell |
3,111
-100
| -3% | -$8.33K | 0.08% | 182 |
|
|
2019
Q1 | $254K | Sell |
3,211
-270
| -8% | -$21.4K | 0.09% | 178 |
|
|
2018
Q4 | $241K | Hold |
3,481
| – | – | 0.11% | 156 |
|
|
2018
Q3 | $232K | Hold |
3,481
| – | – | 0.1% | 171 |
|
|
2018
Q2 | $227K | Buy |
+3,481
| New | +$227K | 0.13% | 146 |
|