OA
Operose Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
1,274
+33
| +3% | +$3.44K | 0.04% | 163 |
|
|
2025
Q1 | $135K | Sell |
1,241
-66
| -5% | -$7.19K | 0.04% | 150 |
|
|
2024
Q4 | $123K | Sell |
1,307
-765
| -37% | -$71.9K | 0.04% | 155 |
|
|
2024
Q3 | $199K | Buy |
2,072
+285
| +16% | +$27.4K | 0.06% | 141 |
|
|
2024
Q2 | $140K | Sell |
1,787
-486
| -21% | -$38.1K | 0.05% | 164 |
|
|
2024
Q1 | $187K | Buy |
2,273
+1,441
| +173% | +$118K | 0.06% | 158 |
|
|
2023
Q4 | $70K | Buy |
832
+55
| +7% | +$4.63K | 0.03% | 193 |
|
|
2023
Q3 | $62.6K | Buy |
777
+96
| +14% | +$7.73K | 0.02% | 267 |
|
|
2023
Q2 | $60.1K | Hold |
681
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $64.6K | Hold |
681
| – | – | 0.03% | 142 |
|
|
2022
Q4 | $63.9K | Hold |
681
| – | – | 0.03% | 141 |
|
|
2022
Q3 | $61K | Hold |
681
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $69K | Hold |
681
| – | – | 0.05% | 121 |
|
|
2022
Q1 | $68K | Hold |
681
| – | – | 0.05% | 131 |
|
|
2021
Q4 | $66K | Buy |
+681
| New | +$66K | 0.05% | 121 |
|