Pinnacle Financial 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
Q1 | $30.8K | Hold |
328
| – | – | ﹤0.01% | 495 |
|
|
2024
Q4 | $31.5K | Hold |
328
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $31.5K | Hold |
328
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $26.9K | Hold |
328
| – | – | ﹤0.01% | 500 |
|
|
2024
Q1 | $26.9K | Hold |
328
| – | – | ﹤0.01% | 494 |
|
|
2023
Q4 | $27.6K | Hold |
328
| – | – | ﹤0.01% | 479 |
|
|
2023
Q3 | $26.4K | Hold |
328
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $28.9K | Hold |
328
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $31.1K | Hold |
328
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $30.8K | Buy |
328
+164
| +100% | +$15.4K | ﹤0.01% | 441 |
|
|
2022
Q3 | $15K | Hold |
164
| – | – | ﹤0.01% | 463 |
|
|
2022
Q2 | $17K | Hold |
164
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $16K | Hold |
164
| – | – | ﹤0.01% | 412 |
|
|
2021
Q4 | $16K | Hold |
164
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $14K | Hold |
164
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $15K | Hold |
164
| – | – | ﹤0.01% | 450 |
|
|
2021
Q1 | $15K | Hold |
164
| – | – | ﹤0.01% | 404 |
|
|
2020
Q4 | $16K | Hold |
164
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $16K | Hold |
164
| – | – | ﹤0.01% | 392 |
|
|
2020
Q2 | $14K | Sell |
164
-3,597
| -96% | -$307K | ﹤0.01% | 381 |
|
|
2020
Q1 | $331K | Buy |
3,761
+164
| +5% | +$14.4K | 0.02% | 266 |
|
|
2019
Q4 | $332K | Sell |
3,597
-58
| -2% | -$5.35K | 0.02% | 296 |
|
|
2019
Q3 | $348K | Buy |
3,655
+126
| +4% | +$12K | 0.03% | 273 |
|
|
2019
Q2 | $294K | Hold |
3,529
| – | – | 0.02% | 283 |
|
|
2019
Q1 | $279K | Sell |
3,529
-328
| -9% | -$25.9K | 0.02% | 291 |
|
|
2018
Q4 | $267K | Buy |
3,857
+51
| +1% | +$3.53K | 0.03% | 277 |
|
|
2018
Q3 | $254K | Sell |
3,806
-138
| -3% | -$9.21K | 0.02% | 296 |
|
|
2018
Q2 | $255K | Buy |
3,944
+409
| +12% | +$26.4K | 0.02% | 279 |
|
|
2018
Q1 | $222K | Sell |
3,535
-116
| -3% | -$7.29K | 0.02% | 294 |
|
|
2017
Q4 | $243K | Buy |
+3,651
| New | +$243K | 0.03% | 283 |
|
|
2016
Q4 | – | Sell |
-18
| Closed | -$1K | – | 282 |
|
|
2016
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 287 |
|
|
2016
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 278 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 252 |
|