Nations Financial Group’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 | $1.45M | Sell |
13,956
-288
| -2% | -$30K | 0.1% | 225 |
|
|
2025
Q1 | $1.55M | Sell |
14,244
-3,052
| -18% | -$333K | 0.12% | 199 |
|
|
2024
Q4 | $1.63M | Buy |
17,296
+98
| +0.6% | +$9.22K | 0.12% | 199 |
|
|
2024
Q3 | $1.65M | Buy |
17,198
+1,160
| +7% | +$112K | 0.12% | 194 |
|
|
2024
Q2 | $1.26M | Buy |
16,038
+584
| +4% | +$45.8K | 0.1% | 220 |
|
|
2024
Q1 | $1.27M | Sell |
15,454
-399
| -3% | -$32.8K | 0.11% | 217 |
|
|
2023
Q4 | $1.33M | Sell |
15,853
-1,946
| -11% | -$164K | 0.12% | 195 |
|
|
2023
Q3 | $1.43M | Sell |
17,799
-414
| -2% | -$33.3K | 0.14% | 164 |
|
|
2023
Q2 | $1.61M | Sell |
18,213
-855
| -4% | -$75.4K | 0.16% | 157 |
|
|
2023
Q1 | $1.81M | Buy |
19,068
+854
| +5% | +$81K | 0.19% | 143 |
|
|
2022
Q4 | $1.71M | Buy |
18,214
+13,791
| +312% | +$1.29M | 0.19% | 133 |
|
|
2022
Q3 | $396K | Hold |
4,423
| – | – | 0.06% | 344 |
|
|
2022
Q2 | $445K | Hold |
4,423
| – | – | 0.06% | 324 |
|
|
2022
Q1 | $442K | Buy |
4,423
+2,250
| +104% | +$225K | 0.05% | 341 |
|
|
2021
Q4 | $211K | Buy |
+2,173
| New | +$211K | 0.03% | 456 |
|
|
2021
Q1 | – | Sell |
-5,608
| Closed | -$516K | – | 368 |
|
|
2020
Q4 | $516K | Hold |
5,608
| – | – | 0.14% | 191 |
|
|
2020
Q3 | $543K | Sell |
5,608
-100
| -2% | -$9.68K | 0.17% | 164 |
|
|
2020
Q2 | $500K | Buy |
5,708
+45
| +0.8% | +$3.94K | 0.18% | 160 |
|
|
2020
Q1 | $499K | Sell |
5,663
-154
| -3% | -$13.6K | 0.21% | 144 |
|
|
2019
Q4 | $537K | Hold |
5,817
| – | – | 0.19% | 163 |
|
|
2019
Q3 | $549K | Buy |
+5,817
| New | +$549K | 0.2% | 155 |
|