Rehmann Capital Advisory 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 | $656K | Buy |
6,291
+654
| +12% | +$68.2K | 0.04% | 298 |
|
|
2025
Q1 | $614K | Buy |
5,637
+293
| +5% | +$31.9K | 0.04% | 311 |
|
|
2024
Q4 | $503K | Buy |
5,344
+308
| +6% | +$29K | 0.03% | 346 |
|
|
2024
Q3 | $488K | Buy |
5,036
+192
| +4% | +$18.6K | 0.03% | 344 |
|
|
2024
Q2 | $380K | Buy |
4,844
+421
| +10% | +$33K | 0.03% | 391 |
|
|
2024
Q1 | $363K | Sell |
4,423
-1,052
| -19% | -$86.4K | 0.03% | 392 |
|
|
2023
Q4 | $461K | Buy |
5,475
+1,933
| +55% | +$163K | 0.04% | 330 |
|
|
2023
Q3 | $285K | Buy |
3,542
+116
| +3% | +$9.35K | 0.03% | 414 |
|
|
2023
Q2 | $302K | Buy |
3,426
+28
| +0.8% | +$2.47K | 0.03% | 421 |
|
|
2023
Q1 | $322K | Buy |
3,398
+59
| +2% | +$5.59K | 0.03% | 402 |
|
|
2022
Q4 | $313K | Buy |
3,339
+40
| +1% | +$3.75K | 0.03% | 400 |
|
|
2022
Q3 | $295K | Buy |
3,299
+35
| +1% | +$3.13K | 0.03% | 381 |
|
|
2022
Q2 | $329K | Buy |
3,264
+40
| +1% | +$4.03K | 0.04% | 355 |
|
|
2022
Q1 | $322K | Buy |
3,224
+122
| +4% | +$12.2K | 0.03% | 391 |
|
|
2021
Q4 | $301K | Sell |
3,102
-136
| -4% | -$13.2K | 0.03% | 434 |
|
|
2021
Q3 | $286K | Buy |
3,238
+23
| +0.7% | +$2.03K | 0.03% | 447 |
|
|
2021
Q2 | $286K | Sell |
3,215
-13
| -0.4% | -$1.16K | 0.03% | 441 |
|
|
2021
Q1 | $302K | Buy |
3,228
+49
| +2% | +$4.59K | 0.03% | 402 |
|
|
2020
Q4 | $293K | Buy |
3,179
+87
| +3% | +$8.01K | 0.03% | 378 |
|
|
2020
Q3 | $300K | Sell |
3,092
-15
| -0.5% | -$1.45K | 0.04% | 324 |
|
|
2020
Q2 | $272K | Sell |
3,107
-9
| -0.3% | -$789 | 0.04% | 340 |
|
|
2020
Q1 | $275K | Buy |
+3,116
| New | +$275K | 0.04% | 300 |
|
|
2019
Q3 | $289K | Buy |
3,041
+136
| +5% | +$12.9K | 0.04% | 261 |
|
|
2019
Q2 | $242K | Buy |
2,905
+30
| +1% | +$2.5K | 0.03% | 397 |
|
|
2019
Q1 | $227K | Buy |
2,875
+1,832
| +176% | +$145K | 0.03% | 379 |
|
|
2018
Q4 | $72.3K | Buy |
1,043
+30
| +3% | +$2.08K | 0.01% | 483 |
|
|
2018
Q3 | $67.6K | Sell |
1,013
-289
| -22% | -$19.3K | 0.01% | 700 |
|
|
2018
Q2 | $84.2K | Sell |
1,302
-1,428
| -52% | -$92.3K | 0.01% | 603 |
|
|
2018
Q1 | $171K | Buy |
+2,730
| New | +$171K | 0.03% | 413 |
|