Parallel Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
5,320
+312
| +6% | +$32.5K | 0.01% | 591 |
|
|
2025
Q1 | $546K | Sell |
5,008
-202
| -4% | -$22K | 0.01% | 555 |
|
|
2024
Q4 | $490K | Buy |
5,210
+479
| +10% | +$45K | 0.01% | 580 |
|
|
2024
Q3 | $455K | Buy |
4,731
+412
| +10% | +$39.6K | 0.01% | 598 |
|
|
2024
Q2 | $339K | Buy |
4,319
+208
| +5% | +$16.3K | 0.01% | 658 |
|
|
2024
Q1 | $338K | Buy |
4,111
+704
| +21% | +$57.8K | 0.01% | 660 |
|
|
2023
Q4 | $287K | Sell |
3,407
-158
| -4% | -$13.3K | 0.01% | 664 |
|
|
2023
Q3 | $287K | Sell |
3,565
-362
| -9% | -$29.2K | 0.01% | 641 |
|
|
2023
Q2 | $347K | Sell |
3,927
-145
| -4% | -$12.8K | 0.01% | 581 |
|
|
2023
Q1 | $386K | Buy |
4,072
+871
| +27% | +$82.6K | 0.01% | 524 |
|
|
2022
Q4 | $300K | Sell |
3,201
-378
| -11% | -$35.4K | 0.01% | 557 |
|
|
2022
Q3 | $320K | Buy |
3,579
+394
| +12% | +$35.2K | 0.01% | 516 |
|
|
2022
Q2 | $321K | Sell |
3,185
-366
| -10% | -$36.9K | 0.01% | 514 |
|
|
2022
Q1 | $356K | Sell |
3,551
-542
| -13% | -$54.3K | 0.01% | 526 |
|
|
2021
Q4 | $397K | Sell |
4,093
-654
| -14% | -$63.4K | 0.01% | 517 |
|
|
2021
Q3 | $419K | Buy |
4,747
+338
| +8% | +$29.8K | 0.02% | 454 |
|
|
2021
Q2 | $392K | Buy |
4,409
+1,442
| +49% | +$128K | 0.02% | 449 |
|
|
2021
Q1 | $278K | Buy |
2,967
+417
| +16% | +$39.1K | 0.01% | 523 |
|
|
2020
Q4 | $235K | Sell |
2,550
-274
| -10% | -$25.3K | 0.01% | 543 |
|
|
2020
Q3 | $274K | Sell |
2,824
-180
| -6% | -$17.5K | 0.02% | 452 |
|
|
2020
Q2 | $263K | Sell |
3,004
-607
| -17% | -$53.1K | 0.02% | 455 |
|
|
2020
Q1 | $318K | Buy |
3,611
+381
| +12% | +$33.6K | 0.03% | 339 |
|
|
2019
Q4 | $298K | Buy |
3,230
+70
| +2% | +$6.46K | 0.02% | 398 |
|
|
2019
Q3 | $301K | Buy |
3,160
+580
| +22% | +$55.2K | 0.03% | 373 |
|
|
2019
Q2 | $215K | Buy |
2,580
+133
| +5% | +$11.1K | 0.02% | 414 |
|
|
2019
Q1 | $194K | Sell |
2,447
-314
| -11% | -$24.9K | 0.02% | 409 |
|
|
2018
Q4 | $190K | Buy |
2,761
+182
| +7% | +$12.5K | 0.03% | 370 |
|
|
2018
Q3 | $172K | Buy |
2,579
+384
| +17% | +$25.6K | 0.02% | 428 |
|
|
2018
Q2 | $141K | Buy |
2,195
+671
| +44% | +$43.1K | 0.02% | 448 |
|
|
2018
Q1 | $96K | Buy |
1,524
+100
| +7% | +$6.3K | 0.02% | 509 |
|
|
2017
Q4 | $95K | Hold |
1,424
| – | – | 0.02% | 502 |
|
|
2017
Q3 | $97K | Buy |
1,424
+251
| +21% | +$17.1K | 0.02% | 491 |
|
|
2017
Q2 | $74K | Hold |
1,173
| – | – | 0.01% | 570 |
|
|
2017
Q1 | $71K | Buy |
1,173
+105
| +10% | +$6.36K | 0.01% | 554 |
|
|
2016
Q4 | $63K | Buy |
+1,068
| New | +$63K | 0.01% | 519 |
|