NEWAS
N.E.W. Advisory Services’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
35,135
-5,026
| -13% | -$524K | 0.36% | 35 |
|
|
2025
Q1 | $4.38M | Buy |
40,161
+2,142
| +6% | +$233K | 0.34% | 47 |
|
|
2024
Q4 | $3.58M | Buy |
38,019
+2,659
| +8% | +$250K | 0.34% | 49 |
|
|
2024
Q3 | $3.4M | Buy |
35,360
+564
| +2% | +$54.2K | 0.34% | 44 |
|
|
2024
Q2 | $2.73M | Sell |
34,796
-1,293
| -4% | -$101K | 0.29% | 49 |
|
|
2024
Q1 | $2.96M | Buy |
36,089
+3
| +0% | +$246 | 0.33% | 46 |
|
|
2023
Q4 | $3.04M | Buy |
36,086
+132
| +0.4% | +$11.1K | 0.37% | 44 |
|
|
2023
Q3 | $2.9M | Buy |
35,954
+5,766
| +19% | +$464K | 0.41% | 41 |
|
|
2023
Q2 | $2.66M | Sell |
30,188
-324
| -1% | -$28.6K | 0.37% | 36 |
|
|
2023
Q1 | $2.89M | Buy |
30,512
+306
| +1% | +$29K | 0.42% | 34 |
|
|
2022
Q4 | $2.83M | Buy |
30,206
+211
| +0.7% | +$19.8K | 0.44% | 31 |
|
|
2022
Q3 | $2.68M | Buy |
29,995
+311
| +1% | +$27.8K | 0.49% | 33 |
|
|
2022
Q2 | $2.99M | Buy |
29,684
+3,032
| +11% | +$305K | 0.52% | 29 |
|
|
2022
Q1 | $2.5M | Buy |
26,652
+2,064
| +8% | +$193K | 0.47% | 31 |
|
|
2021
Q4 | $2.39M | Sell |
24,588
-467
| -2% | -$45.3K | 0.36% | 34 |
|
|
2021
Q3 | $2.21M | Sell |
25,055
-1,156
| -4% | -$102K | 0.36% | 33 |
|
|
2021
Q2 | $2.33M | Sell |
26,211
-441
| -2% | -$39.2K | 0.39% | 32 |
|
|
2021
Q1 | $2.49M | Buy |
26,652
+2,223
| +9% | +$208K | 0.47% | 34 |
|
|
2020
Q4 | $2.25M | Buy |
24,429
+10,071
| +70% | +$928K | 0.47% | 32 |
|
|
2020
Q3 | $1.39M | Buy |
14,358
+166
| +1% | +$16.1K | 0.39% | 37 |
|
|
2020
Q2 | $1.24M | Buy |
+14,192
| New | +$1.24M | 0.39% | 36 |
|
|
2019
Q4 | $1.3M | Buy |
+14,093
| New | +$1.3M | 0.42% | 36 |
|