Nicolet Advisory Services’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 | $14.6M | Buy |
132,541
+4,015
| +3% | +$443K | 1.24% | 18 |
|
|
2025
Q1 | $13.6M | Buy |
128,526
+4,966
| +4% | +$524K | 1.35% | 16 |
|
|
2024
Q4 | $11.5M | Buy |
123,560
+6,565
| +6% | +$613K | 1.06% | 21 |
|
|
2024
Q3 | $11.3M | Buy |
116,995
+956
| +0.8% | +$92.1K | 1.06% | 20 |
|
|
2024
Q2 | $9.07M | Buy |
116,039
+2,521
| +2% | +$197K | 0.87% | 26 |
|
|
2024
Q1 | $9.3M | Sell |
113,518
-6,573
| -5% | -$538K | 0.94% | 21 |
|
|
2023
Q4 | $10.4M | Sell |
120,091
-8,301
| -6% | -$716K | 1.11% | 20 |
|
|
2023
Q3 | $10.2M | Buy |
128,392
+8,719
| +7% | +$691K | 1.13% | 16 |
|
|
2023
Q2 | $10.8M | Buy |
119,673
+6,654
| +6% | +$599K | 1.18% | 17 |
|
|
2023
Q1 | $11.1M | Buy |
113,019
+4,441
| +4% | +$438K | 1.28% | 14 |
|
|
2022
Q4 | $10.7M | Buy |
108,578
+4,381
| +4% | +$430K | 1.41% | 12 |
|
|
2022
Q3 | $8.89M | Buy |
104,197
+18,573
| +22% | +$1.58M | 1.45% | 11 |
|
|
2022
Q2 | $8.55M | Buy |
85,624
+221
| +0.3% | +$22.1K | 1.27% | 13 |
|
|
2022
Q1 | $8.92M | Sell |
85,403
-500
| -0.6% | -$52.2K | 1.17% | 14 |
|
|
2021
Q4 | $8.34M | Buy |
85,903
+219
| +0.3% | +$21.3K | 1.03% | 15 |
|
|
2021
Q3 | $7.56M | Buy |
85,684
+1,452
| +2% | +$128K | 0.96% | 20 |
|
|
2021
Q2 | $7.49M | Buy |
84,232
+710
| +0.9% | +$63.2K | 0.98% | 20 |
|
|
2021
Q1 | $7.82M | Sell |
83,522
-4,004
| -5% | -$375K | 1.1% | 19 |
|
|
2020
Q4 | $8.06M | Buy |
87,526
+1,755
| +2% | +$162K | 1.13% | 16 |
|
|
2020
Q3 | $8.31M | Sell |
85,771
-9,384
| -10% | -$909K | 1.29% | 15 |
|
|
2020
Q2 | $8.34M | Buy |
95,155
+5,706
| +6% | +$500K | 1.28% | 15 |
|
|
2020
Q1 | $7.88M | Buy |
89,449
+7,382
| +9% | +$651K | 1.39% | 17 |
|
|
2019
Q4 | $7.57M | Buy |
82,067
+5,665
| +7% | +$522K | 1.19% | 21 |
|
|
2019
Q3 | $7.27M | Buy |
76,402
+637
| +0.8% | +$60.6K | 1.1% | 22 |
|
|
2019
Q2 | $6.32M | Buy |
75,765
+1,976
| +3% | +$165K | 0.96% | 22 |
|
|
2019
Q1 | $5.84M | Buy |
+73,789
| New | +$5.84M | 0.99% | 22 |
|