Nisa Investment 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 | $21.8M | Buy |
209,518
+366
| +0.2% | +$38.1K | 0.1% | 156 |
|
|
2025
Q1 | $22.8M | Sell |
209,152
-2,373
| -1% | -$259K | 0.11% | 153 |
|
|
2024
Q4 | $19.9M | Sell |
211,525
-6,594
| -3% | -$620K | 0.08% | 189 |
|
|
2024
Q3 | $21M | Buy |
218,119
+1,140
| +0.5% | +$110K | 0.12% | 163 |
|
|
2024
Q2 | $17M | Buy |
216,979
+9,934
| +5% | +$779K | 0.11% | 186 |
|
|
2024
Q1 | $17M | Sell |
207,045
-6,318
| -3% | -$519K | 0.11% | 187 |
|
|
2023
Q4 | $18M | Sell |
213,363
-484
| -0.2% | -$40.7K | 0.13% | 172 |
|
|
2023
Q3 | $17.2M | Sell |
213,847
-13,117
| -6% | -$1.06M | 0.13% | 179 |
|
|
2023
Q2 | $20M | Buy |
226,964
+893
| +0.4% | +$78.8K | 0.15% | 153 |
|
|
2023
Q1 | $21.4M | Buy |
226,071
+704
| +0.3% | +$66.7K | 0.17% | 135 |
|
|
2022
Q4 | $21.1M | Sell |
225,367
-14,371
| -6% | -$1.35M | 0.17% | 144 |
|
|
2022
Q3 | $21.4M | Sell |
239,738
-15,935
| -6% | -$1.43M | 0.18% | 124 |
|
|
2022
Q2 | $25.7M | Buy |
255,673
+12,905
| +5% | +$1.3M | 0.23% | 101 |
|
|
2022
Q1 | $24.2M | Buy |
242,768
+1,480
| +0.6% | +$148K | 0.17% | 119 |
|
|
2021
Q4 | $23.4M | Sell |
241,288
-17,001
| -7% | -$1.65M | 0.18% | 127 |
|
|
2021
Q3 | $22.8K | Buy |
258,289
+5,875
| +2% | +$518 | 0.14% | 139 |
|
|
2021
Q2 | $22.5K | Sell |
252,414
-17,585
| -7% | -$1.56K | 0.14% | 141 |
|
|
2021
Q1 | $25.3K | Buy |
269,999
+2,685
| +1% | +$251 | 0.16% | 126 |
|
|
2020
Q4 | $24.6M | Sell |
267,314
-2,774
| -1% | -$255K | 0.16% | 144 |
|
|
2020
Q3 | $26.2M | Sell |
270,088
-25,105
| -9% | -$2.43M | 0.21% | 110 |
|
|
2020
Q2 | $25.9M | Buy |
295,193
+7,680
| +3% | +$673K | 0.24% | 95 |
|
|
2020
Q1 | $25.3M | Buy |
287,513
+2,400
| +0.8% | +$212K | 0.28% | 83 |
|
|
2019
Q4 | $26.3M | Buy |
285,113
+778
| +0.3% | +$71.8K | 0.23% | 101 |
|
|
2019
Q3 | $27M | Buy |
284,335
+700
| +0.2% | +$66.6K | 0.24% | 93 |
|
|
2019
Q2 | $23.6M | Sell |
283,635
-2,000
| -0.7% | -$167K | 0.22% | 100 |
|
|
2019
Q1 | $22.6M | Sell |
285,635
-4,850
| -2% | -$384K | 0.22% | 100 |
|
|
2018
Q4 | $20.1M | Sell |
290,485
-4,400
| -1% | -$305K | 0.22% | 102 |
|
|
2018
Q3 | $19.7M | Buy |
294,885
+420
| +0.1% | +$28K | 0.18% | 131 |
|
|
2018
Q2 | $19M | Buy |
294,465
+210
| +0.1% | +$13.6K | 0.2% | 119 |
|
|
2018
Q1 | $18.3M | Buy |
294,255
+5,790
| +2% | +$361K | 0.19% | 124 |
|
|
2017
Q4 | $19.2M | Sell |
288,465
-8,389
| -3% | -$557K | 0.2% | 120 |
|
|
2017
Q3 | $18.6M | Sell |
296,854
-7,236
| -2% | -$454K | 0.21% | 107 |
|
|
2017
Q2 | $18.7M | Sell |
304,090
-58,503
| -16% | -$3.6M | 0.22% | 107 |
|
|
2017
Q1 | $22M | Buy |
362,593
+43,685
| +14% | +$2.65M | 0.26% | 86 |
|
|
2016
Q4 | $18.7M | Sell |
318,908
-2,252
| -0.7% | -$132K | 0.23% | 93 |
|
|
2016
Q3 | $19.2M | Buy |
321,160
+11,100
| +4% | +$665K | 0.25% | 86 |
|
|
2016
Q2 | $20.2M | Sell |
310,060
-12,330
| -4% | -$805K | 0.27% | 78 |
|
|
2016
Q1 | $19.4M | Buy |
322,390
+17,100
| +6% | +$1.03M | 0.28% | 81 |
|
|
2015
Q4 | $15.7M | Sell |
305,290
-32,400
| -10% | -$1.66M | 0.22% | 104 |
|
|
2015
Q3 | $17.5M | Sell |
337,690
-29,616
| -8% | -$1.53M | 0.27% | 87 |
|
|
2015
Q2 | $16.5M | Buy |
367,306
+102,296
| +39% | +$4.6M | 0.23% | 99 |
|
|
2015
Q1 | $13.1M | Sell |
265,010
-700
| -0.3% | -$34.7K | 0.18% | 128 |
|
|
2014
Q4 | $14M | Sell |
265,710
-3,600
| -1% | -$190K | 0.19% | 117 |
|
|
2014
Q3 | $11.6M | Buy |
269,310
+8,700
| +3% | +$374K | 0.16% | 137 |
|
|
2014
Q2 | $12.2M | Sell |
260,610
-2,400
| -0.9% | -$113K | 0.17% | 136 |
|
|
2014
Q1 | $12.2M | Buy |
263,010
+6,600
| +3% | +$307K | 0.17% | 127 |
|
|
2013
Q4 | $10.6M | Buy |
256,410
+10,000
| +4% | +$413K | 0.15% | 143 |
|
|
2013
Q3 | $9.95M | Sell |
246,410
-800
| -0.3% | -$32.3K | 0.15% | 139 |
|
|
2013
Q2 | $10.1M | Buy |
+247,210
| New | +$10.1M | 0.16% | 137 |
|