SEI Investments’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 | $95.5M | Sell |
916,220
-22,132
| -2% | -$2.31M | 0.11% | 188 |
|
|
2025
Q1 | $102M | Buy |
938,352
+56,751
| +6% | +$6.18M | 0.13% | 156 |
|
|
2024
Q4 | $82.9M | Sell |
881,601
-3,159
| -0.4% | -$297K | 0.11% | 197 |
|
|
2024
Q3 | $85.1M | Sell |
884,760
-14,331
| -2% | -$1.38M | 0.11% | 191 |
|
|
2024
Q2 | $70.5M | Buy |
899,091
+167,340
| +23% | +$13.1M | 0.1% | 214 |
|
|
2024
Q1 | $60.1M | Buy |
731,751
+158,184
| +28% | +$13M | 0.09% | 246 |
|
|
2023
Q4 | $48.3M | Buy |
573,567
+177,805
| +45% | +$15M | 0.08% | 285 |
|
|
2023
Q3 | $31.9M | Buy |
395,762
+107,879
| +37% | +$8.69M | 0.06% | 356 |
|
|
2023
Q2 | $25.4M | Buy |
287,883
+17,051
| +6% | +$1.5M | 0.04% | 463 |
|
|
2023
Q1 | $25.7M | Buy |
270,832
+17,240
| +7% | +$1.63M | 0.05% | 433 |
|
|
2022
Q4 | $23.8M | Buy |
253,592
+482
| +0.2% | +$45.2K | 0.05% | 401 |
|
|
2022
Q3 | $22.6M | Sell |
253,110
-77,155
| -23% | -$6.9M | 0.05% | 413 |
|
|
2022
Q2 | $33.3M | Buy |
330,265
+4,676
| +1% | +$471K | 0.07% | 296 |
|
|
2022
Q1 | $32.5M | Buy |
325,589
+157,400
| +94% | +$15.7M | 0.07% | 321 |
|
|
2021
Q4 | $16.3M | Sell |
168,189
-28,055
| -14% | -$2.72M | 0.03% | 563 |
|
|
2021
Q3 | $17.3M | Buy |
196,244
+135,481
| +223% | +$12M | 0.04% | 509 |
|
|
2021
Q2 | $5.42M | Buy |
60,763
+7,035
| +13% | +$627K | 0.01% | 1034 |
|
|
2021
Q1 | $4.99M | Buy |
53,728
+3,792
| +8% | +$352K | 0.01% | 1018 |
|
|
2020
Q4 | $4.59M | Sell |
49,936
-10,682
| -18% | -$982K | 0.01% | 1016 |
|
|
2020
Q3 | $5.88M | Sell |
60,618
-15,692
| -21% | -$1.52M | 0.02% | 793 |
|
|
2020
Q2 | $6.7M | Sell |
76,310
-59,115
| -44% | -$5.19M | 0.02% | 726 |
|
|
2020
Q1 | $11.9M | Buy |
135,425
+7,935
| +6% | +$699K | 0.04% | 407 |
|
|
2019
Q4 | $11.8M | Sell |
127,490
-38,609
| -23% | -$3.56M | 0.04% | 510 |
|
|
2019
Q3 | $15.8M | Buy |
166,099
+843
| +0.5% | +$80.2K | 0.04% | 408 |
|
|
2019
Q2 | $13.8M | Buy |
165,256
+6,834
| +4% | +$570K | 0.05% | 442 |
|
|
2019
Q1 | $12.5M | Buy |
158,422
+13,517
| +9% | +$1.07M | 0.04% | 472 |
|
|
2018
Q4 | $9.76M | Buy |
144,905
+7,227
| +5% | +$487K | 0.03% | 558 |
|
|
2018
Q3 | $9.19M | Sell |
137,678
-128,484
| -48% | -$8.58M | 0.03% | 572 |
|
|
2018
Q2 | $17.2M | Buy |
266,162
+20,323
| +8% | +$1.31M | 0.06% | 351 |
|
|
2018
Q1 | $15.4M | Buy |
245,839
+21,306
| +9% | +$1.34M | 0.06% | 341 |
|
|
2017
Q4 | $14.9M | Buy |
224,533
+12,789
| +6% | +$850K | 0.05% | 452 |
|
|
2017
Q3 | $13.3M | Buy |
211,744
+30,225
| +17% | +$1.9M | 0.05% | 471 |
|
|
2017
Q2 | $11.1M | Buy |
181,519
+22,664
| +14% | +$1.39M | 0.04% | 506 |
|
|
2017
Q1 | $9.63M | Sell |
158,855
-1,845
| -1% | -$112K | 0.04% | 528 |
|
|
2016
Q4 | $9.43M | Sell |
160,700
-13,356
| -8% | -$783K | 0.05% | 506 |
|
|
2016
Q3 | $10.4M | Buy |
174,056
+40,878
| +31% | +$2.45M | 0.05% | 440 |
|
|
2016
Q2 | $8.7M | Buy |
133,178
+69,405
| +109% | +$4.53M | 0.05% | 454 |
|
|
2016
Q1 | $3.83M | Sell |
63,773
-1,635
| -2% | -$98.2K | 0.02% | 714 |
|
|
2015
Q4 | $3.36M | Sell |
65,408
-7,151
| -10% | -$367K | 0.02% | 796 |
|
|
2015
Q3 | $3.79M | Sell |
72,559
-38,166
| -34% | -$1.99M | 0.03% | 549 |
|
|
2015
Q2 | $4.98M | Buy |
110,725
+29,601
| +36% | +$1.33M | 0.05% | 464 |
|
|
2015
Q1 | $4.01M | Buy |
81,124
+16,906
| +26% | +$837K | 0.03% | 521 |
|
|
2014
Q4 | $3.39M | Buy |
+64,218
| New | +$3.39M | 0.03% | 544 |
|