Regal Investment 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 | $367K | Buy |
+3,518
| New | +$367K | 0.03% | 389 |
|
|
2024
Q2 | – | Sell |
-2,599
| Closed | -$213K | – | 607 |
|
|
2024
Q1 | $213K | Sell |
2,599
-50
| -2% | -$4.11K | 0.01% | 536 |
|
|
2023
Q4 | $223K | Buy |
2,649
+20
| +0.8% | +$1.68K | 0.02% | 489 |
|
|
2023
Q3 | $212K | Buy |
2,629
+2
| +0.1% | +$161 | 0.02% | 457 |
|
|
2023
Q2 | $232K | Buy |
2,627
+41
| +2% | +$3.62K | 0.02% | 459 |
|
|
2023
Q1 | $245K | Sell |
2,586
-209
| -7% | -$19.8K | 0.02% | 440 |
|
|
2022
Q4 | $262K | Sell |
2,795
-563
| -17% | -$52.8K | 0.03% | 408 |
|
|
2022
Q3 | $300K | Buy |
3,358
+23
| +0.7% | +$2.06K | 0.03% | 368 |
|
|
2022
Q2 | $336K | Buy |
3,335
+114
| +4% | +$11.5K | 0.04% | 355 |
|
|
2022
Q1 | $321K | Buy |
3,221
+175
| +6% | +$17.4K | 0.03% | 385 |
|
|
2021
Q4 | $296K | Buy |
3,046
+11
| +0.4% | +$1.07K | 0.03% | 431 |
|
|
2021
Q3 | $268K | Buy |
3,035
+17
| +0.6% | +$1.5K | 0.03% | 446 |
|
|
2021
Q2 | $268K | Buy |
+3,018
| New | +$268K | 0.03% | 443 |
|
|
2021
Q1 | – | Sell |
-2,327
| Closed | -$214K | – | 431 |
|
|
2020
Q4 | $214K | Buy |
+2,327
| New | +$214K | 0.02% | 436 |
|
|
2020
Q3 | – | Sell |
-2,386
| Closed | -$209K | – | 301 |
|
|
2020
Q2 | $209K | Buy |
+2,386
| New | +$209K | 0.04% | 305 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 969 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 929 |
|