Plante Moran Financial Advisors’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 | $26.7K | Hold |
256
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $27.9K | Sell |
256
-4
| -2% | -$436 | ﹤0.01% | 435 |
|
|
2024
Q4 | $24.5K | Sell |
260
-4
| -2% | -$376 | ﹤0.01% | 457 |
|
|
2024
Q3 | $25.4K | Buy |
264
+8
| +3% | +$769 | ﹤0.01% | 491 |
|
|
2024
Q2 | $20.1K | Buy |
256
+73
| +40% | +$5.73K | ﹤0.01% | 479 |
|
|
2024
Q1 | $15K | Sell |
183
-3
| -2% | -$246 | ﹤0.01% | 545 |
|
|
2023
Q4 | $15.7K | Buy |
186
+30
| +19% | +$2.53K | ﹤0.01% | 492 |
|
|
2023
Q3 | $12.6K | Hold |
156
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $13.8K | Sell |
156
-13
| -8% | -$1.15K | ﹤0.01% | 506 |
|
|
2023
Q1 | $16K | Sell |
169
-70
| -29% | -$6.64K | ﹤0.01% | 492 |
|
|
2022
Q4 | $22.4K | Buy |
239
+29
| +14% | +$2.72K | ﹤0.01% | 438 |
|
|
2022
Q3 | $19K | Buy |
210
+41
| +24% | +$3.71K | ﹤0.01% | 480 |
|
|
2022
Q2 | $17K | Hold |
169
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $17K | Sell |
169
-440
| -72% | -$44.3K | ﹤0.01% | 530 |
|
|
2021
Q4 | $59K | Buy |
609
+596
| +4,585% | +$57.7K | 0.01% | 330 |
|
|
2021
Q3 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 910 |
|
|
2021
Q2 | $1K | Sell |
14
-44
| -76% | -$3.14K | ﹤0.01% | 929 |
|
|
2021
Q1 | $5K | Sell |
58
-6
| -9% | -$517 | ﹤0.01% | 792 |
|
|
2020
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 689 |
|
|
2020
Q3 | $6K | Sell |
64
-6
| -9% | -$563 | ﹤0.01% | 674 |
|
|
2020
Q2 | $6K | Sell |
70
-112
| -62% | -$9.6K | ﹤0.01% | 583 |
|
|
2020
Q1 | $16K | Hold |
182
| – | – | 0.01% | 428 |
|
|
2019
Q4 | $17K | Buy |
+182
| New | +$17K | 0.01% | 489 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$1K | – | 957 |
|
|
2018
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 844 |
|
|
2017
Q1 | – | Sell |
-119
| Closed | -$7K | – | 1044 |
|
|
2016
Q4 | $7K | Buy |
+119
| New | +$7K | ﹤0.01% | 657 |
|
|
2015
Q1 | – | Sell |
-700
| Closed | -$37K | – | 797 |
|
|
2014
Q4 | $37K | Hold |
700
| – | – | 0.03% | 323 |
|
|
2014
Q3 | $30K | Buy |
700
+602
| +614% | +$25.8K | 0.03% | 339 |
|
|
2014
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 675 |
|
|
2014
Q1 | $5K | Hold |
98
| – | – | 0.01% | 478 |
|
|
2013
Q4 | $4K | Hold |
98
| – | – | ﹤0.01% | 570 |
|
|
2013
Q3 | $4K | Hold |
98
| – | – | ﹤0.01% | 502 |
|
|
2013
Q2 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 485 |
|