LA
LVW Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
17,262
+518
| +3% | +$54K | 0.2% | 69 |
|
|
2025
Q1 | $1.82M | Sell |
16,744
-163
| -1% | -$17.8K | 0.22% | 63 |
|
|
2024
Q4 | $1.59M | Buy |
16,907
+825
| +5% | +$77.6K | 0.19% | 74 |
|
|
2024
Q3 | $1.55M | Sell |
16,082
-121
| -0.7% | -$11.6K | 0.2% | 78 |
|
|
2024
Q2 | $1.27M | Sell |
16,203
-4,872
| -23% | -$382K | 0.19% | 81 |
|
|
2024
Q1 | $1.73M | Sell |
21,075
-2,809
| -12% | -$231K | 0.29% | 60 |
|
|
2023
Q4 | $2.01M | Sell |
23,884
-6,930
| -22% | -$583K | 0.38% | 48 |
|
|
2023
Q3 | $2.48M | Sell |
30,814
-11,139
| -27% | -$897K | 0.51% | 39 |
|
|
2023
Q2 | $3.7M | Sell |
41,953
-1,892
| -4% | -$167K | 0.71% | 34 |
|
|
2023
Q1 | $4.16M | Buy |
43,845
+1,066
| +2% | +$101K | 0.81% | 27 |
|
|
2022
Q4 | $4.01M | Buy |
42,779
+1,193
| +3% | +$112K | 0.82% | 29 |
|
|
2022
Q3 | $3.72M | Buy |
41,586
+498
| +1% | +$44.5K | 0.83% | 30 |
|
|
2022
Q2 | $4.14M | Sell |
41,088
-678
| -2% | -$68.2K | 0.84% | 29 |
|
|
2022
Q1 | $4.17M | Buy |
41,766
+659
| +2% | +$65.8K | 0.71% | 36 |
|
|
2021
Q4 | $3.99M | Sell |
41,107
-2,221
| -5% | -$216K | 0.68% | 36 |
|
|
2021
Q3 | $3.82M | Buy |
43,328
+1,269
| +3% | +$112K | 0.66% | 40 |
|
|
2021
Q2 | $3.74M | Buy |
42,059
+402
| +1% | +$35.8K | 0.66% | 41 |
|
|
2021
Q1 | $3.9M | Buy |
41,657
+2,903
| +7% | +$272K | 0.75% | 38 |
|
|
2020
Q4 | $3.57M | Buy |
38,754
+672
| +2% | +$61.9K | 0.72% | 38 |
|
|
2020
Q3 | $3.69M | Sell |
38,082
-261
| -0.7% | -$25.3K | 0.81% | 33 |
|
|
2020
Q2 | $3.36M | Buy |
38,343
+2,635
| +7% | +$231K | 0.81% | 36 |
|
|
2020
Q1 | $3.15M | Buy |
35,708
+1,832
| +5% | +$161K | 0.84% | 36 |
|
|
2019
Q4 | $3.12M | Buy |
33,876
+16
| +0% | +$1.48K | 0.71% | 43 |
|
|
2019
Q3 | $3.22M | Sell |
33,860
-4,250
| -11% | -$404K | 0.8% | 35 |
|
|
2019
Q2 | $3.18M | Sell |
38,110
-1,100
| -3% | -$91.7K | 0.88% | 32 |
|
|
2019
Q1 | $3.1M | Sell |
39,210
-1,979
| -5% | -$157K | 0.83% | 36 |
|
|
2018
Q4 | $2.85M | Sell |
41,189
-101
| -0.2% | -$7K | 0.96% | 32 |
|
|
2018
Q3 | $2.76M | Buy |
41,290
+676
| +2% | +$45.1K | 0.77% | 35 |
|
|
2018
Q2 | $2.63M | Buy |
40,614
+1,763
| +5% | +$114K | 0.83% | 31 |
|
|
2018
Q1 | $2.44M | Sell |
38,851
-2,192
| -5% | -$137K | 0.76% | 32 |
|
|
2017
Q4 | $2.73M | Buy |
41,043
+1,163
| +3% | +$77.2K | 0.8% | 34 |
|
|
2017
Q3 | $2.5M | Sell |
39,880
-1,834
| -4% | -$115K | 0.99% | 26 |
|
|
2017
Q2 | $2.56M | Sell |
41,714
-127
| -0.3% | -$7.79K | 0.9% | 28 |
|
|
2017
Q1 | $2.54M | Buy |
41,841
+848
| +2% | +$51.4K | 0.91% | 32 |
|
|
2016
Q4 | $2.4M | Buy |
40,993
+104
| +0.3% | +$6.1K | 0.84% | 33 |
|
|
2016
Q3 | $2.45M | Sell |
40,889
-2,140
| -5% | -$128K | 0.8% | 32 |
|
|
2016
Q2 | $2.81M | Sell |
43,029
-10
| -0% | -$653 | 1.06% | 21 |
|
|
2016
Q1 | $2.59M | Buy |
43,039
+78
| +0.2% | +$4.69K | 0.83% | 30 |
|
|
2015
Q4 | $2.2M | Sell |
42,961
-812
| -2% | -$41.7K | 0.86% | 32 |
|
|
2015
Q3 | $2.29M | Sell |
43,773
-414
| -0.9% | -$21.6K | 1.05% | 26 |
|
|
2015
Q2 | $1.99M | Buy |
44,187
+1,562
| +4% | +$70.2K | 0.85% | 34 |
|
|
2015
Q1 | $2.11M | Buy |
42,625
+121
| +0.3% | +$5.99K | 1% | 30 |
|
|
2014
Q4 | $2.24M | Buy |
+42,504
| New | +$2.24M | 1.24% | 27 |
|