Northwestern Mutual Wealth Management’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 | $4.48M | Buy |
43,013
+4,362
| +11% | +$455K | ﹤0.01% | 709 |
|
|
2025
Q1 | $4.21M | Sell |
38,651
-120,527
| -76% | -$13.1M | ﹤0.01% | 702 |
|
|
2024
Q4 | $15M | Buy |
159,178
+10,843
| +7% | +$1.02M | 0.01% | 384 |
|
|
2024
Q3 | $14.3M | Buy |
148,335
+120,910
| +441% | +$11.6M | 0.01% | 378 |
|
|
2024
Q2 | $2.15M | Buy |
27,425
+2,333
| +9% | +$183K | ﹤0.01% | 795 |
|
|
2024
Q1 | $2.06M | Buy |
25,092
+6,265
| +33% | +$514K | ﹤0.01% | 789 |
|
|
2023
Q4 | $1.58M | Sell |
18,827
-3,753
| -17% | -$316K | ﹤0.01% | 843 |
|
|
2023
Q3 | $1.82M | Buy |
22,580
+3,743
| +20% | +$301K | ﹤0.01% | 756 |
|
|
2023
Q2 | $1.66M | Sell |
18,837
-1,677
| -8% | -$148K | ﹤0.01% | 761 |
|
|
2023
Q1 | $1.94M | Sell |
20,514
-610
| -3% | -$57.8K | ﹤0.01% | 697 |
|
|
2022
Q4 | $1.98M | Buy |
21,124
+815
| +4% | +$76.4K | ﹤0.01% | 666 |
|
|
2022
Q3 | $1.82M | Buy |
20,309
+1,612
| +9% | +$144K | ﹤0.01% | 653 |
|
|
2022
Q2 | $1.88M | Sell |
18,697
-9,124
| -33% | -$918K | ﹤0.01% | 638 |
|
|
2022
Q1 | $2.78M | Sell |
27,821
-3,318
| -11% | -$331K | ﹤0.01% | 564 |
|
|
2021
Q4 | $3.02M | Buy |
31,139
+6,697
| +27% | +$650K | ﹤0.01% | 513 |
|
|
2021
Q3 | $2.16M | Buy |
24,442
+1,364
| +6% | +$120K | ﹤0.01% | 566 |
|
|
2021
Q2 | $2.05M | Buy |
23,078
+1,918
| +9% | +$171K | ﹤0.01% | 560 |
|
|
2021
Q1 | $1.98M | Buy |
21,160
+2,904
| +16% | +$272K | ﹤0.01% | 521 |
|
|
2020
Q4 | $1.68M | Buy |
18,256
+955
| +6% | +$87.9K | ﹤0.01% | 518 |
|
|
2020
Q3 | $1.68M | Buy |
17,301
+5,579
| +48% | +$540K | ﹤0.01% | 462 |
|
|
2020
Q2 | $1.03M | Buy |
11,722
+1,488
| +15% | +$130K | ﹤0.01% | 529 |
|
|
2020
Q1 | $902K | Sell |
10,234
-1,030
| -9% | -$90.8K | ﹤0.01% | 502 |
|
|
2019
Q4 | $1.04M | Buy |
11,264
+810
| +8% | +$74.7K | ﹤0.01% | 511 |
|
|
2019
Q3 | $994K | Sell |
10,454
-974
| -9% | -$92.6K | ﹤0.01% | 486 |
|
|
2019
Q2 | $953K | Buy |
11,428
+2,402
| +27% | +$200K | ﹤0.01% | 482 |
|
|
2019
Q1 | $714K | Buy |
9,026
+130
| +1% | +$10.3K | ﹤0.01% | 514 |
|
|
2018
Q4 | $616K | Sell |
8,896
-739
| -8% | -$51.2K | ﹤0.01% | 515 |
|
|
2018
Q3 | $643K | Buy |
9,635
+1,340
| +16% | +$89.4K | ﹤0.01% | 506 |
|
|
2018
Q2 | $536K | Buy |
8,295
+528
| +7% | +$34.1K | ﹤0.01% | 522 |
|
|
2018
Q1 | $487K | Buy |
7,767
+144
| +2% | +$9.03K | ﹤0.01% | 525 |
|
|
2017
Q4 | $506K | Sell |
7,623
-135
| -2% | -$8.96K | ﹤0.01% | 514 |
|
|
2017
Q3 | $487K | Buy |
7,758
+917
| +13% | +$57.6K | ﹤0.01% | 488 |
|
|
2017
Q2 | $420K | Buy |
6,841
+1,933
| +39% | +$119K | ﹤0.01% | 512 |
|
|
2017
Q1 | $298K | Buy |
4,908
+399
| +9% | +$24.2K | ﹤0.01% | 564 |
|
|
2016
Q4 | $265K | Buy |
+4,509
| New | +$265K | ﹤0.01% | 581 |
|
|
2016
Q3 | – | Sell |
-3,997
| Closed | -$262K | – | 1521 |
|
|
2016
Q2 | $262K | Sell |
3,997
-539
| -12% | -$35.3K | ﹤0.01% | 531 |
|
|
2016
Q1 | $273K | Buy |
4,536
+1,664
| +58% | +$100K | ﹤0.01% | 500 |
|
|
2015
Q4 | $148K | Buy |
2,872
+660
| +30% | +$34K | ﹤0.01% | 565 |
|
|
2015
Q3 | $116K | Buy |
2,212
+314
| +17% | +$16.5K | ﹤0.01% | 559 |
|
|
2015
Q2 | $85K | Buy |
1,898
+1,117
| +143% | +$50K | ﹤0.01% | 582 |
|
|
2015
Q1 | $39K | Buy |
781
+188
| +32% | +$9.39K | ﹤0.01% | 705 |
|
|
2014
Q4 | $31K | Buy |
593
+15
| +3% | +$784 | ﹤0.01% | 770 |
|
|
2014
Q3 | $25K | Buy |
578
+354
| +158% | +$15.3K | ﹤0.01% | 769 |
|
|
2014
Q2 | $11K | Sell |
224
-1,720
| -88% | -$84.5K | ﹤0.01% | 888 |
|
|
2014
Q1 | $90K | Buy |
1,944
+837
| +76% | +$38.8K | ﹤0.01% | 514 |
|
|
2013
Q4 | $46K | Buy |
1,107
+300
| +37% | +$12.5K | ﹤0.01% | 621 |
|
|
2013
Q3 | $33K | Buy |
+807
| New | +$33K | ﹤0.01% | 640 |
|