LPL Financial’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $139M | Buy |
1,198,459
+224,771
| +23% | +$25.3M | 0.04% | 464 |
|
|
2025
Q4 | $103M | Buy |
973,688
+39,610
| +4% | +$4.39M | 0.03% | 530 |
|
|
2025
Q3 | $107M | Buy |
934,078
+50,415
| +6% | +$5.46M | 0.03% | 496 |
|
|
2025
Q2 | $92.1M | Buy |
883,663
+33,005
| +4% | +$3.51M | 0.03% | 507 |
|
|
2025
Q1 | $92.7M | Buy |
850,658
+148,368
| +21% | +$15.2M | 0.04% | 447 |
|
|
2024
Q4 | $66M | Buy |
702,290
+46,775
| +7% | +$4.54M | 0.03% | 539 |
|
|
2024
Q3 | $63M | Buy |
655,515
+193,285
| +42% | +$17.1M | 0.03% | 535 |
|
|
2024
Q2 | $36.3M | Buy |
462,230
+30,508
| +7% | +$2.48M | 0.02% | 691 |
|
|
2024
Q1 | $35.5M | Buy |
431,722
+76,545
| +22% | +$6.16M | 0.02% | 679 |
|
|
2023
Q4 | $29.9M | Sell |
355,177
-10,951
| -3% | -$902K | 0.02% | 701 |
|
|
2023
Q3 | $29.5M | Buy |
366,128
+44,604
| +14% | +$3.88M | 0.02% | 640 |
|
|
2023
Q2 | $28.4M | Buy |
321,524
+35,476
| +12% | +$3.28M | 0.02% | 648 |
|
|
2023
Q1 | $27.1M | Buy |
286,048
+32,756
| +13% | +$3.03M | 0.02% | 634 |
|
|
2022
Q4 | $23.7M | Buy |
253,292
+35,064
| +16% | +$3.24M | 0.02% | 637 |
|
|
2022
Q3 | $19.5M | Buy |
218,228
+15,907
| +8% | +$1.62M | 0.02% | 662 |
|
|
2022
Q2 | $20.4M | Buy |
202,321
+37,981
| +23% | +$3.85M | 0.02% | 635 |
|
|
2022
Q1 | $16.4M | Sell |
164,340
-3,998
| -2% | -$378K | 0.01% | 756 |
|
|
2021
Q4 | $16.3M | Sell |
168,338
-2,246
| -1% | -$205K | 0.01% | 760 |
|
|
2021
Q3 | $15M | Sell |
170,584
-13,896
| -8% | -$1.3M | 0.01% | 747 |
|
|
2021
Q2 | $16.4M | Sell |
184,480
-731
| -0.4% | -$68.9K | 0.02% | 663 |
|
|
2021
Q1 | $17.3M | Buy |
185,211
+16,110
| +10% | +$1.4M | 0.02% | 593 |
|
|
2020
Q4 | $15.6M | Buy |
169,101
+40,232
| +31% | +$3.91M | 0.02% | 562 |
|
|
2020
Q3 | $12.5M | Buy |
128,869
+10,358
| +9% | +$965K | 0.02% | 552 |
|
|
2020
Q2 | $10.4M | Buy |
118,511
+1,713
| +1% | +$155K | 0.02% | 580 |
|
|
2020
Q1 | $10.3M | Buy |
116,798
+13,413
| +13% | +$1.29M | 0.02% | 492 |
|
|
2019
Q4 | $9.54M | Buy |
103,385
+9,108
| +10% | +$830K | 0.02% | 591 |
|
|
2019
Q3 | $8.97M | Buy |
94,277
+8,750
| +10% | +$788K | 0.02% | 572 |
|
|
2019
Q2 | $7.13M | Buy |
85,527
+8,107
| +10% | +$650K | 0.02% | 638 |
|
|
2019
Q1 | $6.12M | Buy |
77,420
+13,037
| +20% | +$967K | 0.01% | 683 |
|
|
2018
Q4 | $4.46M | Buy |
64,383
+9,291
| +17% | +$652K | 0.01% | 720 |
|
|
2018
Q3 | $3.68M | Sell |
55,092
-2,983
| -5% | -$199K | 0.01% | 875 |
|
|
2018
Q2 | $3.75M | Sell |
58,075
-1,562
| -3% | -$97.1K | 0.01% | 836 |
|
|
2018
Q1 | $3.74M | Sell |
59,637
-4,405
| -7% | -$273K | 0.01% | 818 |
|
|
2017
Q4 | $4.25M | Buy |
64,042
+2,065
| +3% | +$139K | 0.01% | 722 |
|
|
2017
Q3 | $3.89M | Sell |
61,977
-2,863
| -4% | -$183K | 0.01% | 694 |
|
|
2017
Q2 | $3.98M | Buy |
64,840
+26,612
| +70% | +$1.64M | 0.02% | 641 |
|
|
2017
Q1 | $2.32M | Sell |
38,228
-2,210
| -5% | -$130K | 0.02% | 755 |
|
|
2016
Q4 | $2.37M | Sell |
40,438
-3,436
| -8% | -$197K | 0.02% | 719 |
|
|
2016
Q3 | $2.52M | Sell |
43,874
-2,527
| -5% | -$158K | 0.02% | 652 |
|
|
2016
Q2 | $3.05M | Sell |
46,401
-32,161
| -41% | -$1.93M | 0.03% | 555 |
|
|
2016
Q1 | $4.63M | Sell |
78,562
-12,710
| -14% | -$712K | 0.01% | 754 |
|
|
2015
Q4 | $4.73M | Buy |
91,272
+22,095
| +32% | +$1.13M | 0.01% | 742 |
|
|
2015
Q3 | $3.65M | Buy |
69,177
+17,610
| +34% | +$857K | 0.02% | 575 |
|
|
2015
Q2 | $2.41M | Buy |
51,567
+8,646
| +20% | +$415K | 0.01% | 817 |
|
|
2015
Q1 | $2.14M | Sell |
42,921
-10,254
| -19% | -$536K | 0.01% | 876 |
|
|
2014
Q4 | $2.8M | Buy |
53,175
+8,726
| +20% | +$428K | 0.02% | 726 |
|
|
2014
Q3 | $1.92M | Sell |
44,449
-3,482
| -7% | -$155K | 0.01% | 873 |
|
|
2014
Q2 | $2.25M | Buy |
47,931
+9,166
| +24% | +$426K | 0.01% | 814 |
|
|
2014
Q1 | $1.8M | Sell |
38,765
-2,338
| -6% | -$101K | 0.01% | 897 |
|
|
2013
Q4 | $1.7M | Buy |
41,103
+3,990
| +11% | +$166K | 0.01% | 925 |
|
|
2013
Q3 | $1.52M | Buy |
37,113
+16,926
| +84% | +$705K | 0.01% | 942 |
|
|
2013
Q2 | $827K | Buy |
+20,187
| New | +$856K | 0.01% | 1238 |
|
Other funds holding WEC
VCM
VPM
