Navellier & Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,114
| Closed | -$2.22M | – | 346 |
|
|
2023
Q2 | $2.22M | Sell |
25,114
-256
| -1% | -$22.6K | 0.43% | 81 |
|
|
2023
Q1 | $2.4M | Sell |
25,370
-209
| -0.8% | -$19.8K | 0.51% | 75 |
|
|
2022
Q4 | $2.4M | Buy |
25,579
+2,048
| +9% | +$192K | 0.49% | 74 |
|
|
2022
Q3 | $2.1M | Sell |
23,531
-150
| -0.6% | -$13.4K | 0.47% | 72 |
|
|
2022
Q2 | $2.38M | Buy |
23,681
+1,107
| +5% | +$111K | 0.51% | 75 |
|
|
2022
Q1 | $2.25M | Buy |
+22,574
| New | +$2.25M | 0.38% | 87 |
|
|
2016
Q4 | – | Sell |
-31,281
| Closed | -$1.87M | – | 327 |
|
|
2016
Q3 | $1.87M | Buy |
31,281
+8,826
| +39% | +$528K | 0.27% | 90 |
|
|
2016
Q2 | $1.47M | Buy |
22,455
+10,034
| +81% | +$655K | 0.22% | 77 |
|
|
2016
Q1 | $746K | Buy |
12,421
+4,834
| +64% | +$290K | 0.1% | 105 |
|
|
2015
Q4 | $389K | Buy |
7,587
+1,977
| +35% | +$101K | 0.04% | 146 |
|
|
2015
Q3 | $293K | Buy |
5,610
+542
| +11% | +$28.3K | 0.03% | 221 |
|
|
2015
Q2 | $228K | Buy |
5,068
+654
| +15% | +$29.4K | 0.02% | 323 |
|
|
2015
Q1 | $218K | Sell |
4,414
-457
| -9% | -$22.6K | 0.02% | 319 |
|
|
2014
Q4 | $257K | Sell |
4,871
-18
| -0.4% | -$950 | 0.01% | 280 |
|
|
2014
Q3 | $210K | Buy |
4,889
+379
| +8% | +$16.3K | 0.01% | 306 |
|
|
2014
Q2 | $212K | Buy |
+4,510
| New | +$212K | 0.01% | 300 |
|