N.E.W. Advisory Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.04M | Buy |
|
|||||
|
2025
Q3 | $3.96M | Sell |
|
|||||
|
2025
Q2 | $3.66M | Sell |
|
|||||
|
2025
Q1 | $4.38M | Buy |
|
|||||
|
2024
Q4 | $3.58M | Buy |
|
|||||
|
2024
Q3 | $3.4M | Buy |
|
|||||
|
2024
Q2 | $2.73M | Sell |
|
|||||
|
2024
Q1 | $2.96M | Buy |
|
|||||
|
2023
Q4 | $3.04M | Buy |
|
|||||
|
2023
Q3 | $2.9M | Buy |
|
|||||
|
2023
Q2 | $2.66M | Sell |
|
|||||
|
2023
Q1 | $2.89M | Buy |
|
|||||
|
2022
Q4 | $2.83M | Buy |
|
|||||
|
2022
Q3 | $2.68M | Buy |
|
|||||
|
2022
Q2 | $2.99M | Buy |
|
|||||
|
2022
Q1 | $2.5M | Buy |
|
|||||
|
2021
Q4 | $2.39M | Sell |
|
|||||
|
2021
Q3 | $2.21M | Sell |
|
|||||
|
2021
Q2 | $2.33M | Sell |
|
|||||
|
2021
Q1 | $2.49M | Buy |
|
|||||
|
2020
Q4 | $2.25M | Buy |
|
|||||
|
2020
Q3 | $1.39M | Buy |
|
|||||
|
2020
Q2 | $1.24M | Buy |
|
|||||
|
2019
Q4 | $1.3M | Buy |
|