Sheaff Brock 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
Q1 | $786K | Buy |
7,209
+15
| +0.2% | +$1.64K | 0.07% | 199 |
|
|
2024
Q4 | $677K | Buy |
7,194
+14
| +0.2% | +$1.32K | 0.06% | 217 |
|
|
2024
Q3 | $691K | Buy |
7,180
+16
| +0.2% | +$1.54K | 0.06% | 218 |
|
|
2024
Q2 | $562K | Sell |
7,164
-51
| -0.7% | -$4K | 0.05% | 235 |
|
|
2024
Q1 | $593K | Buy |
7,215
+3,018
| +72% | +$248K | 0.04% | 262 |
|
|
2023
Q4 | $353K | Sell |
4,197
-1,085
| -21% | -$91.3K | 0.03% | 320 |
|
|
2023
Q3 | $425K | Buy |
5,282
+14
| +0.3% | +$1.13K | 0.04% | 273 |
|
|
2023
Q2 | $465K | Buy |
5,268
+18
| +0.3% | +$1.59K | 0.04% | 269 |
|
|
2023
Q1 | $498K | Buy |
5,250
+18
| +0.3% | +$1.71K | 0.05% | 258 |
|
|
2022
Q4 | $491K | Buy |
5,232
+15
| +0.3% | +$1.41K | 0.05% | 250 |
|
|
2022
Q3 | $467K | Sell |
5,217
-111
| -2% | -$9.94K | 0.05% | 242 |
|
|
2022
Q2 | $536K | Buy |
5,328
+15
| +0.3% | +$1.51K | 0.04% | 227 |
|
|
2022
Q1 | $531K | Buy |
5,313
+18
| +0.3% | +$1.8K | 0.04% | 263 |
|
|
2021
Q4 | $514K | Buy |
5,295
+1,117
| +27% | +$108K | 0.03% | 270 |
|
|
2021
Q3 | $369K | Buy |
4,178
+14
| +0.3% | +$1.24K | 0.03% | 321 |
|
|
2021
Q2 | $370K | Buy |
4,164
+15
| +0.4% | +$1.33K | 0.03% | 319 |
|
|
2021
Q1 | $388K | Buy |
4,149
+477
| +13% | +$44.6K | 0.03% | 295 |
|
|
2020
Q4 | $338K | Sell |
3,672
-108
| -3% | -$9.94K | 0.03% | 300 |
|
|
2020
Q3 | $366K | Buy |
3,780
+22
| +0.6% | +$2.13K | 0.03% | 264 |
|
|
2020
Q2 | $329K | Buy |
3,758
+21
| +0.6% | +$1.84K | 0.03% | 279 |
|
|
2020
Q1 | $329K | Buy |
3,737
+20
| +0.5% | +$1.76K | 0.04% | 247 |
|
|
2019
Q4 | $343K | Buy |
3,717
+20
| +0.5% | +$1.85K | 0.03% | 305 |
|
|
2019
Q3 | $352K | Buy |
3,697
+19
| +0.5% | +$1.81K | 0.04% | 301 |
|
|
2019
Q2 | $307K | Sell |
3,678
-354
| -9% | -$29.5K | 0.03% | 323 |
|
|
2019
Q1 | $319K | Buy |
4,032
+22
| +0.5% | +$1.74K | 0.04% | 327 |
|
|
2018
Q4 | $278K | Sell |
4,010
-41
| -1% | -$2.84K | 0.04% | 332 |
|
|
2018
Q3 | $270K | Sell |
4,051
-378
| -9% | -$25.2K | 0.03% | 367 |
|
|
2018
Q2 | $286K | Buy |
4,429
+25
| +0.6% | +$1.61K | 0.03% | 355 |
|
|
2018
Q1 | $276K | Sell |
4,404
-944
| -18% | -$59.2K | 0.03% | 360 |
|
|
2017
Q4 | $355K | Sell |
5,348
-182
| -3% | -$12.1K | 0.05% | 319 |
|
|
2017
Q3 | $347K | Sell |
5,530
-68
| -1% | -$4.27K | 0.05% | 326 |
|
|
2017
Q2 | $344K | Sell |
5,598
-250
| -4% | -$15.4K | 0.05% | 351 |
|
|
2017
Q1 | $355K | Buy |
5,848
+380
| +7% | +$23.1K | 0.05% | 347 |
|
|
2016
Q4 | $321K | Buy |
5,468
+793
| +17% | +$46.6K | 0.04% | 384 |
|
|
2016
Q3 | $280K | Buy |
+4,675
| New | +$280K | 0.04% | 374 |
|