Plancorp LLC’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 | $434K | Buy |
4,167
+15
| +0.4% | +$1.56K | 0.02% | 245 |
|
|
2025
Q1 | $452K | Buy |
4,152
+70
| +2% | +$7.63K | 0.02% | 220 |
|
|
2024
Q4 | $384K | Buy |
4,082
+34
| +0.8% | +$3.2K | 0.02% | 221 |
|
|
2024
Q3 | $389K | Buy |
4,048
+4
| +0.1% | +$385 | 0.02% | 215 |
|
|
2024
Q2 | $317K | Sell |
4,044
-75
| -2% | -$5.88K | 0.01% | 224 |
|
|
2024
Q1 | $338K | Buy |
4,119
+97
| +2% | +$7.97K | 0.01% | 216 |
|
|
2023
Q4 | $339K | Sell |
4,022
-944
| -19% | -$79.5K | 0.02% | 201 |
|
|
2023
Q3 | $400K | Buy |
4,966
+107
| +2% | +$8.62K | 0.02% | 172 |
|
|
2023
Q2 | $429K | Sell |
4,859
-122
| -2% | -$10.8K | 0.02% | 163 |
|
|
2023
Q1 | $472K | Buy |
4,981
+98
| +2% | +$9.29K | 0.03% | 157 |
|
|
2022
Q4 | $458K | Sell |
4,883
-1,666
| -25% | -$156K | 0.03% | 152 |
|
|
2022
Q3 | $586K | Sell |
6,549
-25
| -0.4% | -$2.24K | 0.04% | 133 |
|
|
2022
Q2 | $662K | Buy |
6,574
+39
| +0.6% | +$3.93K | 0.04% | 126 |
|
|
2022
Q1 | $652K | Sell |
6,535
-8
| -0.1% | -$798 | 0.04% | 130 |
|
|
2021
Q4 | $635K | Sell |
6,543
-344
| -5% | -$33.4K | 0.04% | 129 |
|
|
2021
Q3 | $607K | Buy |
6,887
+34
| +0.5% | +$3K | 0.04% | 124 |
|
|
2021
Q2 | $610K | Sell |
6,853
-19
| -0.3% | -$1.69K | 0.05% | 116 |
|
|
2021
Q1 | $643K | Sell |
6,872
-1,136
| -14% | -$106K | 0.14% | 103 |
|
|
2020
Q4 | $737K | Buy |
8,008
+1,931
| +32% | +$178K | 0.18% | 90 |
|
|
2020
Q3 | $589K | Sell |
6,077
-2,585
| -30% | -$251K | 0.18% | 89 |
|
|
2020
Q2 | $759K | Buy |
8,662
+10
| +0.1% | +$876 | 0.23% | 75 |
|
|
2020
Q1 | $762K | Sell |
8,652
-1,099
| -11% | -$96.8K | 0.29% | 61 |
|
|
2019
Q4 | $899K | Sell |
9,751
-740
| -7% | -$68.2K | 0.28% | 69 |
|
|
2019
Q3 | $998K | Sell |
10,491
-17,391
| -62% | -$1.65M | 0.38% | 49 |
|
|
2019
Q2 | $2.25M | Buy |
27,882
+10,501
| +60% | +$847K | 0.89% | 24 |
|
|
2019
Q1 | $1.37M | Buy |
17,381
+303
| +2% | +$24K | 0.52% | 45 |
|
|
2018
Q4 | $1.18M | Sell |
17,078
-176
| -1% | -$12.2K | 0.54% | 44 |
|
|
2018
Q3 | $1.15M | Sell |
17,254
-7
| -0% | -$467 | 0.45% | 51 |
|
|
2018
Q2 | $1.12M | Sell |
17,261
-4
| -0% | -$259 | 0.45% | 50 |
|
|
2018
Q1 | $1.08M | Sell |
17,265
-695
| -4% | -$43.6K | 0.35% | 52 |
|
|
2017
Q4 | $1.19M | Buy |
17,960
+695
| +4% | +$46.2K | 0.39% | 48 |
|
|
2017
Q3 | $1.08M | Buy |
17,265
+241
| +1% | +$15.1K | 0.32% | 49 |
|
|
2017
Q2 | $1.04M | Hold |
17,024
| – | – | 0.31% | 53 |
|
|
2017
Q1 | $1.03M | Hold |
17,024
| – | – | 0.3% | 54 |
|
|
2016
Q4 | $999K | Sell |
17,024
-120
| -0.7% | -$7.04K | 0.28% | 52 |
|
|
2016
Q3 | $1.03M | Buy |
17,144
+412
| +2% | +$24.7K | 0.65% | 38 |
|
|
2016
Q2 | $1.09M | Buy |
+16,732
| New | +$1.09M | 0.97% | 23 |
|
|
2016
Q1 | – | Sell |
-13,041
| Closed | -$669K | – | 80 |
|
|
2015
Q4 | $669K | Buy |
+13,041
| New | +$669K | 0.8% | 30 |
|
|
2015
Q2 | – | Sell |
-18,810
| Closed | -$932K | – | 108 |
|
|
2015
Q1 | $932K | Buy |
18,810
+5,850
| +45% | +$290K | 0.93% | 24 |
|
|
2014
Q4 | $684K | Sell |
12,960
-1,222
| -9% | -$64.5K | 0.71% | 27 |
|
|
2014
Q3 | $609K | Buy |
14,182
+1,222
| +9% | +$52.5K | 0.64% | 35 |
|
|
2014
Q2 | $608K | Sell |
12,960
-1,222
| -9% | -$57.3K | 0.55% | 29 |
|
|
2014
Q1 | $660K | Hold |
14,182
| – | – | 0.45% | 45 |
|
|
2013
Q4 | $587K | Buy |
+14,182
| New | +$587K | 0.51% | 38 |
|