Private Advisor Group’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 | $2.79M | Buy |
26,746
+200
| +0.8% | +$20.8K | 0.02% | 818 |
|
|
2025
Q1 | $2.89M | Buy |
26,546
+312
| +1% | +$34K | 0.02% | 736 |
|
|
2024
Q4 | $2.47M | Sell |
26,234
-882
| -3% | -$82.9K | 0.01% | 794 |
|
|
2024
Q3 | $2.61M | Sell |
27,116
-505
| -2% | -$48.6K | 0.02% | 765 |
|
|
2024
Q2 | $2.17M | Buy |
27,621
+2,363
| +9% | +$185K | 0.01% | 802 |
|
|
2024
Q1 | $2.07M | Buy |
25,258
+8,955
| +55% | +$735K | 0.01% | 788 |
|
|
2023
Q4 | $1.37M | Buy |
16,303
+2,902
| +22% | +$244K | 0.01% | 956 |
|
|
2023
Q3 | $1.08M | Buy |
13,401
+551
| +4% | +$44.4K | 0.01% | 1000 |
|
|
2023
Q2 | $1.14M | Buy |
12,850
+2,271
| +21% | +$202K | 0.01% | 984 |
|
|
2023
Q1 | $1M | Buy |
+10,579
| New | +$1M | 0.01% | 992 |
|
|
2022
Q4 | – | Sell |
-8,145
| Closed | -$728K | – | 1969 |
|
|
2022
Q3 | $728K | Sell |
8,145
-6,034
| -43% | -$539K | 0.01% | 1073 |
|
|
2022
Q2 | $1.43M | Buy |
14,179
+212
| +2% | +$21.3K | 0.01% | 900 |
|
|
2022
Q1 | $1.39M | Buy |
13,967
+993
| +8% | +$99.1K | 0.01% | 945 |
|
|
2021
Q4 | $1.26M | Sell |
12,974
-3,796
| -23% | -$368K | 0.01% | 1005 |
|
|
2021
Q3 | $1.48M | Buy |
16,770
+4,652
| +38% | +$411K | 0.01% | 1020 |
|
|
2021
Q2 | $1.08M | Sell |
12,118
-18
| -0.1% | -$1.6K | 0.01% | 1028 |
|
|
2021
Q1 | $1.14M | Buy |
12,136
+68
| +0.6% | +$6.37K | 0.01% | 939 |
|
|
2020
Q4 | $1.11M | Buy |
12,068
+2,930
| +32% | +$270K | 0.01% | 860 |
|
|
2020
Q3 | $885K | Sell |
9,138
-56
| -0.6% | -$5.42K | 0.01% | 834 |
|
|
2020
Q2 | $806K | Buy |
9,194
+663
| +8% | +$58.1K | 0.01% | 846 |
|
|
2020
Q1 | $752K | Sell |
8,531
-579
| -6% | -$51K | 0.01% | 756 |
|
|
2019
Q4 | $840K | Buy |
9,110
+8
| +0.1% | +$738 | 0.01% | 835 |
|
|
2019
Q3 | $866K | Sell |
9,102
-1,499
| -14% | -$143K | 0.01% | 843 |
|
|
2019
Q2 | $882K | Buy |
10,601
+1,105
| +12% | +$91.9K | 0.02% | 790 |
|
|
2019
Q1 | $751K | Sell |
9,496
-1,421
| -13% | -$112K | 0.01% | 792 |
|
|
2018
Q4 | $756K | Sell |
10,917
-38
| -0.3% | -$2.63K | 0.02% | 677 |
|
|
2018
Q3 | $731K | Buy |
10,955
+594
| +6% | +$39.6K | 0.02% | 821 |
|
|
2018
Q2 | $675K | Buy |
10,361
+6,818
| +192% | +$444K | 0.01% | 634 |
|
|
2018
Q1 | $222K | Sell |
3,543
-6,829
| -66% | -$428K | 0.01% | 1020 |
|
|
2017
Q4 | $679K | Sell |
10,372
-641
| -6% | -$42K | 0.03% | 520 |
|
|
2017
Q3 | $707K | Sell |
11,013
-190
| -2% | -$12.2K | 0.02% | 723 |
|
|
2017
Q2 | $681K | Sell |
11,203
-93
| -0.8% | -$5.65K | 0.02% | 696 |
|
|
2017
Q1 | $692K | Sell |
11,296
-213
| -2% | -$13K | 0.02% | 670 |
|
|
2016
Q4 | $675K | Buy |
11,509
+1,611
| +16% | +$94.5K | 0.02% | 629 |
|
|
2016
Q3 | $568K | Sell |
9,898
-1,346
| -12% | -$77.2K | 0.02% | 605 |
|
|
2016
Q2 | $738K | Buy |
11,244
+1,301
| +13% | +$85.4K | 0.03% | 501 |
|
|
2016
Q1 | $597K | Sell |
9,943
-234
| -2% | -$14.1K | 0.03% | 517 |
|
|
2015
Q4 | $522K | Sell |
10,177
-69
| -0.7% | -$3.54K | 0.03% | 582 |
|
|
2015
Q3 | $535K | Buy |
10,246
+2,373
| +30% | +$124K | 0.03% | 549 |
|
|
2015
Q2 | $354K | Buy |
+7,873
| New | +$354K | 0.02% | 731 |
|
|
2015
Q1 | – | Sell |
-4,479
| Closed | -$236K | – | 1059 |
|
|
2014
Q4 | $236K | Buy |
+4,479
| New | +$236K | 0.02% | 807 |
|
|
2014
Q3 | – | Sell |
-11,604
| Closed | -$544K | – | 1308 |
|
|
2014
Q2 | $544K | Sell |
11,604
-4,567
| -28% | -$214K | 0.05% | 461 |
|
|
2014
Q1 | $753K | Sell |
16,171
-7,183
| -31% | -$334K | 0.08% | 305 |
|
|
2013
Q4 | $965K | Buy |
+23,354
| New | +$965K | 0.11% | 223 |
|