Nicolet Bankshares’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 | $2.02M | Sell |
19,370
-16
| -0.1% | -$1.67K | 0.35% | 45 |
|
|
2025
Q1 | $2.11M | Buy |
19,386
+385
| +2% | +$42K | 0.42% | 36 |
|
|
2024
Q4 | $1.79M | Sell |
19,001
-2,838
| -13% | -$267K | 0.42% | 50 |
|
|
2024
Q3 | $2.1M | Hold |
21,839
| – | – | 0.51% | 40 |
|
|
2024
Q2 | $1.71M | Sell |
21,839
-118
| -0.5% | -$9.26K | 0.42% | 46 |
|
|
2024
Q1 | $1.8M | Hold |
21,957
| – | – | 0.45% | 45 |
|
|
2023
Q4 | $1.85M | Sell |
21,957
-1,126
| -5% | -$94.8K | 0.5% | 44 |
|
|
2023
Q3 | $1.86M | Sell |
23,083
-183
| -0.8% | -$14.7K | 0.57% | 37 |
|
|
2023
Q2 | $2.05M | Sell |
23,266
-283
| -1% | -$25K | 0.58% | 36 |
|
|
2023
Q1 | $2.23M | Buy |
23,549
+318
| +1% | +$30.1K | 0.72% | 23 |
|
|
2022
Q4 | $2.18M | Sell |
23,231
-1,257
| -5% | -$118K | 0.75% | 21 |
|
|
2022
Q3 | $2.19M | Sell |
24,488
-1,695
| -6% | -$152K | 0.63% | 28 |
|
|
2022
Q2 | $2.64M | Buy |
26,183
+191
| +0.7% | +$19.2K | 0.69% | 24 |
|
|
2022
Q1 | $2.59M | Buy |
25,992
+276
| +1% | +$27.5K | 0.56% | 31 |
|
|
2021
Q4 | $2.5M | Sell |
25,716
-625
| -2% | -$60.7K | 0.55% | 29 |
|
|
2021
Q3 | $2.32M | Buy |
26,341
+55
| +0.2% | +$4.85K | 0.6% | 28 |
|
|
2021
Q2 | $2.34M | Sell |
26,286
-126
| -0.5% | -$11.2K | 0.61% | 25 |
|
|
2021
Q1 | $2.47M | Sell |
26,412
-70
| -0.3% | -$6.55K | 0.68% | 21 |
|
|
2020
Q4 | $2.44M | Hold |
26,482
| – | – | 0.75% | 20 |
|
|
2020
Q3 | $2.57M | Buy |
26,482
+2,876
| +12% | +$279K | 0.89% | 19 |
|
|
2020
Q2 | $2.07M | Sell |
23,606
-2,523
| -10% | -$221K | 0.78% | 19 |
|
|
2020
Q1 | $2.3M | Buy |
26,129
+2,026
| +8% | +$179K | 1.04% | 15 |
|
|
2019
Q4 | $2.22M | Sell |
24,103
-217
| -0.9% | -$20K | 0.82% | 21 |
|
|
2019
Q3 | $2.31M | Sell |
24,320
-142
| -0.6% | -$13.5K | 0.93% | 20 |
|
|
2019
Q2 | $2.04M | Sell |
24,462
-120
| -0.5% | -$10K | 0.85% | 20 |
|
|
2019
Q1 | $1.94M | Sell |
24,582
-4,357
| -15% | -$345K | 0.8% | 22 |
|
|
2018
Q4 | $2M | Sell |
28,939
-445
| -2% | -$30.8K | 0.96% | 17 |
|
|
2018
Q3 | $1.96M | Sell |
29,384
-15,992
| -35% | -$1.07M | 0.79% | 22 |
|
|
2018
Q2 | $2.93M | Sell |
45,376
-1,188
| -3% | -$76.8K | 1.23% | 13 |
|
|
2018
Q1 | $2.92M | Buy |
46,564
+26,689
| +134% | +$1.67M | 1.24% | 13 |
|
|
2017
Q4 | $1.32M | Hold |
19,875
| – | – | 0.57% | 34 |
|
|
2017
Q3 | $1.25M | Sell |
19,875
-1,037
| -5% | -$65.1K | 0.56% | 35 |
|
|
2017
Q2 | $1.28M | Sell |
20,912
-1,311
| -6% | -$80.5K | 0.6% | 33 |
|
|
2017
Q1 | $1.35M | Sell |
22,223
-452
| -2% | -$27.4K | 0.71% | 25 |
|
|
2016
Q4 | $1.33M | Buy |
22,675
+854
| +4% | +$50.1K | 0.73% | 27 |
|
|
2016
Q3 | $1.31M | Buy |
21,821
+1,460
| +7% | +$87.4K | 0.76% | 26 |
|
|
2016
Q2 | $1.33M | Buy |
20,361
+3,920
| +24% | +$256K | 0.87% | 21 |
|
|
2016
Q1 | $988K | Buy |
16,441
+1,295
| +9% | +$77.8K | 0.7% | 25 |
|
|
2015
Q4 | $837K | Buy |
+15,146
| New | +$837K | 0.83% | 26 |
|