Savant Capital’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 | $2.33M | Sell |
22,325
-643
| -3% | -$67K | 0.01% | 516 |
|
|
2025
Q1 | $2.5M | Buy |
22,968
+179
| +0.8% | +$19.5K | 0.02% | 457 |
|
|
2024
Q4 | $2.14M | Buy |
22,789
+794
| +4% | +$74.7K | 0.02% | 418 |
|
|
2024
Q3 | $2.12M | Buy |
21,995
+1,686
| +8% | +$162K | 0.02% | 415 |
|
|
2024
Q2 | $1.59M | Sell |
20,309
-2,807
| -12% | -$220K | 0.02% | 448 |
|
|
2024
Q1 | $1.9M | Buy |
23,116
+2,958
| +15% | +$243K | 0.02% | 366 |
|
|
2023
Q4 | $1.7M | Buy |
20,158
+59
| +0.3% | +$4.97K | 0.02% | 316 |
|
|
2023
Q3 | $1.62M | Sell |
20,099
-774
| -4% | -$62.3K | 0.02% | 297 |
|
|
2023
Q2 | $1.84M | Buy |
20,873
+630
| +3% | +$55.6K | 0.03% | 273 |
|
|
2023
Q1 | $1.92M | Sell |
20,243
-87
| -0.4% | -$8.25K | 0.04% | 220 |
|
|
2022
Q4 | $1.91M | Buy |
20,330
+747
| +4% | +$70K | 0.05% | 165 |
|
|
2022
Q3 | $1.75M | Buy |
19,583
+6,124
| +46% | +$548K | 0.05% | 163 |
|
|
2022
Q2 | $1.36M | Buy |
13,459
+791
| +6% | +$79.6K | 0.04% | 197 |
|
|
2022
Q1 | $1.27M | Sell |
12,668
-169
| -1% | -$16.9K | 0.04% | 211 |
|
|
2021
Q4 | $1.25M | Sell |
12,837
-286
| -2% | -$27.8K | 0.04% | 215 |
|
|
2021
Q3 | $1.16M | Sell |
13,123
-5
| -0% | -$441 | 0.04% | 203 |
|
|
2021
Q2 | $1.17M | Buy |
13,128
+1
| +0% | +$89 | 0.05% | 191 |
|
|
2021
Q1 | $1.23M | Buy |
13,127
+370
| +3% | +$34.6K | 0.07% | 171 |
|
|
2020
Q4 | $1.17M | Sell |
12,757
-500
| -4% | -$46K | 0.07% | 174 |
|
|
2020
Q3 | $1.29M | Buy |
13,257
+279
| +2% | +$27K | 0.09% | 146 |
|
|
2020
Q2 | $1.14M | Buy |
12,978
+29
| +0.2% | +$2.54K | 0.09% | 153 |
|
|
2020
Q1 | $1.14M | Sell |
12,949
-284
| -2% | -$25K | 0.11% | 141 |
|
|
2019
Q4 | $1.22M | Buy |
13,233
+234
| +2% | +$21.6K | 0.15% | 117 |
|
|
2019
Q3 | $1.24M | Sell |
12,999
-1,109
| -8% | -$105K | 0.17% | 105 |
|
|
2019
Q2 | $1.18M | Buy |
+14,108
| New | +$1.18M | 0.17% | 108 |
|
|
2015
Q2 | – | Sell |
-6,004
| Closed | -$297K | – | 218 |
|
|
2015
Q1 | $297K | Buy |
6,004
+250
| +4% | +$12.4K | 0.11% | 161 |
|
|
2014
Q4 | $303K | Buy |
5,754
+703
| +14% | +$37K | 0.11% | 154 |
|
|
2014
Q3 | $217K | Buy |
+5,051
| New | +$217K | 0.09% | 190 |
|