Park Avenue Securities’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 | $5M | Sell |
47,949
-198
| -0.4% | -$20.6K | 0.05% | 273 |
|
|
2025
Q1 | $5.25M | Buy |
48,147
+1,133
| +2% | +$123K | 0.06% | 195 |
|
|
2024
Q4 | $4.42M | Buy |
47,014
+8,495
| +22% | +$799K | 0.05% | 271 |
|
|
2024
Q3 | $3.71M | Sell |
38,519
-3,283
| -8% | -$316K | 0.04% | 277 |
|
|
2024
Q2 | $3.28M | Buy |
41,802
+1,762
| +4% | +$138K | 0.04% | 282 |
|
|
2024
Q1 | $3.29M | Sell |
40,040
-31
| -0.1% | -$2.55K | 0.04% | 267 |
|
|
2023
Q4 | $3.37M | Buy |
40,071
+32,986
| +466% | +$2.78M | 0.05% | 239 |
|
|
2023
Q3 | $571K | Buy |
+7,085
| New | +$571K | 0.01% | 786 |
|
|
2023
Q1 | – | Sell |
-6,682
| Closed | -$626K | – | 1165 |
|
|
2022
Q4 | $626K | Sell |
6,682
-716
| -10% | -$67.1K | 0.01% | 700 |
|
|
2022
Q3 | $662K | Buy |
7,398
+485
| +7% | +$43.4K | 0.01% | 620 |
|
|
2022
Q2 | $696K | Buy |
6,913
+2,122
| +44% | +$214K | 0.01% | 592 |
|
|
2022
Q1 | $478K | Buy |
4,791
+212
| +5% | +$21.2K | 0.01% | 757 |
|
|
2021
Q4 | $445K | Buy |
4,579
+737
| +19% | +$71.6K | 0.01% | 759 |
|
|
2021
Q3 | $339K | Sell |
3,842
-37
| -1% | -$3.27K | 0.01% | 813 |
|
|
2021
Q2 | $345K | Buy |
3,879
+270
| +7% | +$24K | 0.01% | 783 |
|
|
2021
Q1 | $338K | Buy |
3,609
+206
| +6% | +$19.3K | 0.01% | 737 |
|
|
2020
Q4 | $313K | Buy |
3,403
+569
| +20% | +$52.3K | 0.01% | 669 |
|
|
2020
Q3 | $275K | Buy |
2,834
+431
| +18% | +$41.8K | 0.01% | 601 |
|
|
2020
Q2 | $211K | Buy |
+2,403
| New | +$211K | 0.01% | 626 |
|
|
2020
Q1 | – | Sell |
-2,252
| Closed | -$208K | – | 618 |
|
|
2019
Q4 | $208K | Buy |
+2,252
| New | +$208K | 0.01% | 571 |
|