Kovack 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 | $291K | Buy |
2,790
+33
| +1% | +$3.44K | 0.03% | 470 |
|
|
2025
Q1 | $300K | Buy |
2,757
+15
| +0.5% | +$1.63K | 0.03% | 425 |
|
|
2024
Q4 | $258K | Buy |
2,742
+23
| +0.8% | +$2.16K | 0.03% | 504 |
|
|
2024
Q3 | $262K | Buy |
2,719
+15
| +0.6% | +$1.44K | 0.03% | 477 |
|
|
2024
Q2 | $212K | Buy |
2,704
+22
| +0.8% | +$1.73K | 0.02% | 513 |
|
|
2024
Q1 | $220K | Buy |
2,682
+18
| +0.7% | +$1.48K | 0.03% | 419 |
|
|
2023
Q4 | $224K | Buy |
+2,664
| New | +$224K | 0.03% | 491 |
|
|
2022
Q2 | – | Sell |
-3,528
| Closed | -$352K | – | 717 |
|
|
2022
Q1 | $352K | Buy |
3,528
+1,182
| +50% | +$118K | 0.04% | 478 |
|
|
2021
Q4 | $228K | Sell |
2,346
-2,250
| -49% | -$219K | 0.02% | 612 |
|
|
2021
Q3 | $405K | Buy |
4,596
+290
| +7% | +$25.6K | 0.04% | 425 |
|
|
2021
Q2 | $383K | Buy |
4,306
+142
| +3% | +$12.6K | 0.04% | 433 |
|
|
2021
Q1 | $390K | Sell |
4,164
-402
| -9% | -$37.7K | 0.05% | 373 |
|
|
2020
Q4 | $420K | Sell |
4,566
-113
| -2% | -$10.4K | 0.06% | 319 |
|
|
2020
Q3 | $453K | Sell |
4,679
-44
| -0.9% | -$4.26K | 0.08% | 242 |
|
|
2020
Q2 | $414K | Buy |
4,723
+42
| +0.9% | +$3.68K | 0.08% | 247 |
|
|
2020
Q1 | $413K | Buy |
4,681
+461
| +11% | +$40.7K | 0.1% | 223 |
|
|
2019
Q4 | $389K | Buy |
4,220
+466
| +12% | +$43K | 0.07% | 303 |
|
|
2019
Q3 | $357K | Buy |
3,754
+67
| +2% | +$6.37K | 0.07% | 295 |
|
|
2019
Q2 | $307K | Buy |
+3,687
| New | +$307K | 0.07% | 303 |
|