Mercer Global 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 | $2.84M | Buy |
27,221
+39
| +0.1% | +$4.06K | 0.01% | 723 |
|
|
2025
Q1 | $2.96M | Buy |
27,182
+496
| +2% | +$54.1K | 0.01% | 702 |
|
|
2024
Q4 | $2.51M | Buy |
26,686
+869
| +3% | +$81.7K | 0.01% | 757 |
|
|
2024
Q3 | $2.5M | Sell |
25,817
-167
| -0.6% | -$16.2K | 0.01% | 708 |
|
|
2024
Q2 | $2.04M | Sell |
25,984
-858
| -3% | -$67.3K | 0.01% | 719 |
|
|
2024
Q1 | $2.2M | Buy |
26,842
+3,368
| +14% | +$277K | 0.01% | 699 |
|
|
2023
Q4 | $1.98M | Buy |
23,474
+379
| +2% | +$31.9K | 0.01% | 746 |
|
|
2023
Q3 | $1.86M | Sell |
23,095
-1,784
| -7% | -$144K | 0.01% | 733 |
|
|
2023
Q2 | $2.2M | Buy |
24,879
+4,620
| +23% | +$408K | 0.01% | 703 |
|
|
2023
Q1 | $1.92M | Buy |
20,259
+1,594
| +9% | +$151K | 0.01% | 691 |
|
|
2022
Q4 | $1.75M | Sell |
18,665
-799
| -4% | -$74.9K | 0.01% | 706 |
|
|
2022
Q3 | $1.74M | Buy |
19,464
+1,061
| +6% | +$94.9K | 0.01% | 662 |
|
|
2022
Q2 | $1.85M | Buy |
18,403
+1,353
| +8% | +$136K | 0.01% | 631 |
|
|
2022
Q1 | $1.7M | Buy |
17,050
+2,791
| +20% | +$279K | 0.01% | 697 |
|
|
2021
Q4 | $1.38M | Sell |
14,259
-15,940
| -53% | -$1.55M | 0.01% | 754 |
|
|
2021
Q3 | $2.66M | Buy |
30,199
+14,214
| +89% | +$1.25M | 0.02% | 513 |
|
|
2021
Q2 | $1.42M | Sell |
15,985
-412
| -3% | -$36.7K | 0.01% | 702 |
|
|
2021
Q1 | $1.53M | Sell |
16,397
-1,648
| -9% | -$154K | 0.01% | 626 |
|
|
2020
Q4 | $1.66M | Buy |
18,045
+321
| +2% | +$29.5K | 0.02% | 472 |
|
|
2020
Q3 | $1.72M | Buy |
17,724
+755
| +4% | +$73.1K | 0.03% | 418 |
|
|
2020
Q2 | $1.49M | Sell |
16,969
-2,406
| -12% | -$211K | 0.03% | 391 |
|
|
2020
Q1 | $1.71M | Sell |
19,375
-3,732
| -16% | -$329K | 0.04% | 346 |
|
|
2019
Q4 | $2.13M | Sell |
23,107
-3,412
| -13% | -$315K | 0.04% | 325 |
|
|
2019
Q3 | $2.52M | Buy |
26,519
+939
| +4% | +$89.3K | 0.06% | 251 |
|
|
2019
Q2 | $2.13M | Buy |
25,580
+1,829
| +8% | +$153K | 0.06% | 274 |
|
|
2019
Q1 | $1.88M | Buy |
+23,751
| New | +$1.88M | 0.07% | 252 |
|