Obermeyer Wealth Partners’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 | $844K | Sell |
8,103
-83
| -1% | -$8.65K | 0.04% | 117 |
|
|
2025
Q1 | $892K | Buy |
8,186
+83
| +1% | +$9.05K | 0.05% | 106 |
|
|
2024
Q4 | $762K | Hold |
8,103
| – | – | 0.04% | 116 |
|
|
2024
Q3 | $779K | Hold |
8,103
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $636K | Sell |
8,103
-48
| -0.6% | -$3.77K | 0.04% | 127 |
|
|
2024
Q1 | $669K | Hold |
8,151
| – | – | 0.04% | 117 |
|
|
2023
Q4 | $686K | Hold |
8,151
| – | – | 0.05% | 90 |
|
|
2023
Q3 | $657K | Hold |
8,151
| – | – | 0.05% | 93 |
|
|
2023
Q2 | $719K | Hold |
8,151
| – | – | 0.05% | 92 |
|
|
2023
Q1 | $773K | Hold |
8,151
| – | – | 0.06% | 82 |
|
|
2022
Q4 | $764K | Hold |
8,151
| – | – | 0.06% | 84 |
|
|
2022
Q3 | $729K | Hold |
8,151
| – | – | 0.06% | 76 |
|
|
2022
Q2 | $820K | Hold |
8,151
| – | – | 0.06% | 77 |
|
|
2022
Q1 | $814K | Hold |
8,151
| – | – | 0.05% | 90 |
|
|
2021
Q4 | $791K | Hold |
8,151
| – | – | 0.04% | 91 |
|
|
2021
Q3 | $719K | Hold |
8,151
| – | – | 0.04% | 96 |
|
|
2021
Q2 | $725K | Buy |
+8,151
| New | +$725K | 0.04% | 102 |
|