Oppenheimer & Co’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 | $1.24M | Buy |
11,942
+2,221
| +23% | +$231K | 0.02% | 757 |
|
|
2025
Q1 | $1.06M | Sell |
9,721
-13,543
| -58% | -$1.48M | 0.02% | 782 |
|
|
2024
Q4 | $2.19M | Buy |
23,264
+623
| +3% | +$58.6K | 0.03% | 512 |
|
|
2024
Q3 | $2.18M | Sell |
22,641
-458
| -2% | -$44.1K | 0.03% | 525 |
|
|
2024
Q2 | $1.81M | Buy |
23,099
+1,298
| +6% | +$102K | 0.03% | 563 |
|
|
2024
Q1 | $1.79M | Buy |
21,801
+6,117
| +39% | +$502K | 0.03% | 547 |
|
|
2023
Q4 | $1.32M | Buy |
15,684
+481
| +3% | +$40.5K | 0.02% | 621 |
|
|
2023
Q3 | $1.22M | Buy |
15,203
+1,191
| +8% | +$95.9K | 0.03% | 609 |
|
|
2023
Q2 | $1.24M | Sell |
14,012
-506
| -3% | -$44.6K | 0.02% | 628 |
|
|
2023
Q1 | $1.38M | Buy |
14,518
+878
| +6% | +$83.2K | 0.03% | 569 |
|
|
2022
Q4 | $1.28M | Buy |
13,640
+4,901
| +56% | +$460K | 0.03% | 578 |
|
|
2022
Q3 | $782K | Buy |
8,739
+546
| +7% | +$48.9K | 0.02% | 734 |
|
|
2022
Q2 | $825K | Buy |
8,193
+154
| +2% | +$15.5K | 0.02% | 752 |
|
|
2022
Q1 | $802K | Buy |
8,039
+254
| +3% | +$25.3K | 0.01% | 830 |
|
|
2021
Q4 | $756K | Sell |
7,785
-493
| -6% | -$47.9K | 0.01% | 891 |
|
|
2021
Q3 | $730K | Buy |
8,278
+471
| +6% | +$41.5K | 0.01% | 862 |
|
|
2021
Q2 | $694K | Buy |
7,807
+1,577
| +25% | +$140K | 0.01% | 892 |
|
|
2021
Q1 | $583K | Sell |
6,230
-130
| -2% | -$12.2K | 0.01% | 900 |
|
|
2020
Q4 | $585K | Sell |
6,360
-398
| -6% | -$36.6K | 0.01% | 831 |
|
|
2020
Q3 | $655K | Sell |
6,758
-16
| -0.2% | -$1.55K | 0.02% | 722 |
|
|
2020
Q2 | $594K | Sell |
6,774
-607
| -8% | -$53.2K | 0.02% | 736 |
|
|
2020
Q1 | $650K | Sell |
7,381
-82
| -1% | -$7.22K | 0.02% | 654 |
|
|
2019
Q4 | $688K | Buy |
7,463
+590
| +9% | +$54.4K | 0.02% | 736 |
|
|
2019
Q3 | $654K | Sell |
6,873
-368
| -5% | -$35K | 0.02% | 708 |
|
|
2019
Q2 | $604K | Sell |
7,241
-673
| -9% | -$56.1K | 0.02% | 743 |
|
|
2019
Q1 | $626K | Sell |
7,914
-881
| -10% | -$69.7K | 0.02% | 728 |
|
|
2018
Q4 | $609K | Sell |
8,795
-574
| -6% | -$39.7K | 0.02% | 674 |
|
|
2018
Q3 | $626K | Sell |
9,369
-103
| -1% | -$6.88K | 0.02% | 777 |
|
|
2018
Q2 | $612K | Sell |
9,472
-31
| -0.3% | -$2K | 0.02% | 783 |
|
|
2018
Q1 | $596K | Buy |
9,503
+4,046
| +74% | +$254K | 0.02% | 787 |
|
|
2017
Q4 | $362K | Sell |
5,457
-463
| -8% | -$30.7K | 0.01% | 984 |
|
|
2017
Q3 | $372K | Buy |
5,920
+405
| +7% | +$25.4K | 0.01% | 954 |
|
|
2017
Q2 | $339K | Buy |
5,515
+305
| +6% | +$18.7K | 0.01% | 982 |
|
|
2017
Q1 | $316K | Sell |
5,210
-1,268
| -20% | -$76.9K | 0.01% | 977 |
|
|
2016
Q4 | $380K | Sell |
6,478
-1,202
| -16% | -$70.5K | 0.01% | 905 |
|
|
2016
Q3 | $460K | Sell |
7,680
-606
| -7% | -$36.3K | 0.01% | 840 |
|
|
2016
Q2 | $541K | Sell |
8,286
-6,684
| -45% | -$436K | 0.02% | 759 |
|
|
2016
Q1 | $900K | Buy |
14,970
+680
| +5% | +$40.9K | 0.03% | 567 |
|
|
2015
Q4 | $733K | Sell |
14,290
-28
| -0.2% | -$1.44K | 0.02% | 655 |
|
|
2015
Q3 | $747K | Buy |
14,318
+484
| +3% | +$25.3K | 0.02% | 674 |
|
|
2015
Q2 | $622K | Buy |
13,834
+8,702
| +170% | +$391K | 0.02% | 788 |
|
|
2015
Q1 | $254K | Buy |
5,132
+560
| +12% | +$27.7K | 0.01% | 1176 |
|
|
2014
Q4 | $241K | Sell |
4,572
-103
| -2% | -$5.43K | 0.01% | 1123 |
|
|
2014
Q3 | $201K | Buy |
+4,675
| New | +$201K | 0.01% | 1249 |
|
|
2014
Q1 | – | Sell |
-5,716
| Closed | -$236K | – | 1477 |
|
|
2013
Q4 | $236K | Buy |
+5,716
| New | +$236K | 0.01% | 1129 |
|