NewEdge 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 | $6.08M | Buy |
58,364
+4,730
| +9% | +$493K | 0.03% | 506 |
|
|
2025
Q1 | $5.85M | Buy |
53,634
+1,375
| +3% | +$150K | 0.03% | 463 |
|
|
2024
Q4 | $4.91M | Buy |
52,259
+1,762
| +3% | +$166K | 0.03% | 503 |
|
|
2024
Q3 | $4.86M | Buy |
50,497
+5,925
| +13% | +$570K | 0.03% | 486 |
|
|
2024
Q2 | $3.5M | Sell |
44,572
-3,726
| -8% | -$292K | 0.03% | 555 |
|
|
2024
Q1 | $3.97M | Buy |
48,298
+3,402
| +8% | +$279K | 0.03% | 462 |
|
|
2023
Q4 | $3.7M | Buy |
44,896
+3,011
| +7% | +$248K | 0.04% | 443 |
|
|
2023
Q3 | $3.37M | Buy |
41,885
+354
| +0.9% | +$28.5K | 0.04% | 419 |
|
|
2023
Q2 | $3.66M | Sell |
41,531
-829
| -2% | -$73.2K | 0.04% | 403 |
|
|
2023
Q1 | $4.02M | Sell |
42,360
-1,535
| -3% | -$146K | 0.05% | 344 |
|
|
2022
Q4 | $1.47M | Buy |
43,895
+2,626
| +6% | +$87.8K | 0.04% | 402 |
|
|
2022
Q3 | $3.69M | Buy |
41,269
+151
| +0.4% | +$13.5K | 0.06% | 290 |
|
|
2022
Q2 | $4.14M | Sell |
41,118
-7,641
| -16% | -$769K | 0.07% | 270 |
|
|
2022
Q1 | $4.87M | Buy |
48,759
+22
| +0% | +$2.2K | 0.08% | 244 |
|
|
2021
Q4 | $4.73M | Buy |
48,737
+17,381
| +55% | +$1.69M | 0.07% | 254 |
|
|
2021
Q3 | $2.77M | Sell |
31,356
-8,627
| -22% | -$761K | 0.07% | 258 |
|
|
2021
Q2 | $3.56M | Sell |
39,983
-492
| -1% | -$43.8K | 0.09% | 207 |
|
|
2021
Q1 | $3.79M | Sell |
40,475
-196,663
| -83% | -$18.4M | 0.11% | 186 |
|
|
2020
Q4 | $21.8M | Buy |
237,138
+4,957
| +2% | +$456K | 0.72% | 38 |
|
|
2020
Q3 | $22.5M | Sell |
232,181
-1,782
| -0.8% | -$173K | 0.78% | 28 |
|
|
2020
Q2 | $20.5M | Buy |
233,963
+12,823
| +6% | +$1.12M | 0.8% | 29 |
|
|
2020
Q1 | $19.5M | Buy |
221,140
+7,589
| +4% | +$669K | 0.94% | 17 |
|
|
2019
Q4 | $19.7M | Buy |
213,551
+9,978
| +5% | +$920K | 0.78% | 24 |
|
|
2019
Q3 | $19.3M | Buy |
203,573
+18,648
| +10% | +$1.77M | 0.86% | 21 |
|
|
2019
Q2 | $15.4M | Buy |
184,925
+844
| +0.5% | +$70.4K | 0.94% | 21 |
|
|
2019
Q1 | $14.6M | Buy |
184,081
+14,597
| +9% | +$1.15M | 0.94% | 19 |
|
|
2018
Q4 | $11.7K | Buy |
169,484
+3,567
| +2% | +$247 | 0.76% | 21 |
|
|
2018
Q3 | $11.1M | Buy |
165,917
+12,903
| +8% | +$861K | 0.85% | 33 |
|
|
2018
Q2 | $9.97K | Buy |
153,014
+11,030
| +8% | +$719 | 0.91% | 24 |
|
|
2018
Q1 | $8.84M | Buy |
141,984
+18,891
| +15% | +$1.18M | 1.01% | 26 |
|
|
2017
Q4 | $8.05M | Buy |
123,093
+6,095
| +5% | +$399K | 1.09% | 21 |
|
|
2017
Q3 | $7.52M | Buy |
116,998
+2,783
| +2% | +$179K | 1.17% | 19 |
|
|
2017
Q2 | $6.95M | Buy |
114,215
+17,814
| +18% | +$1.08M | 1.19% | 15 |
|
|
2017
Q1 | $5.89M | Buy |
96,401
+16,009
| +20% | +$978K | 1.34% | 15 |
|
|
2016
Q4 | $4.71M | Sell |
80,392
-143
| -0.2% | -$8.39K | 1.31% | 20 |
|
|
2016
Q3 | $4.82M | Buy |
80,535
+13,995
| +21% | +$838K | 1.52% | 11 |
|
|
2016
Q2 | $4.34M | Buy |
66,540
+11,591
| +21% | +$756K | 1.8% | 9 |
|
|
2016
Q1 | $3.3M | Buy |
54,949
+5,550
| +11% | +$333K | 2.77% | 6 |
|
|
2015
Q4 | $2.53M | Buy |
49,399
+5,289
| +12% | +$271K | 2.09% | 19 |
|
|
2015
Q3 | $2.31M | Buy |
44,110
+1,436
| +3% | +$75.2K | 2.48% | 8 |
|
|
2015
Q2 | $1.92M | Buy |
42,674
+1,041
| +3% | +$46.8K | 1.63% | 26 |
|
|
2015
Q1 | $2.06M | Buy |
41,633
+983
| +2% | +$48.7K | 1.47% | 20 |
|
|
2014
Q4 | $2.14M | Buy |
+40,650
| New | +$2.14M | 1.66% | 19 |
|