Sheaff Brock Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $786K | Buy |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $691K | Buy |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $343K | Buy |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $307K | Sell |
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|
2019
Q1 | $319K | Buy |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $286K | Buy |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $355K | Sell |
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|
2017
Q3 | $347K | Sell |
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|
2017
Q2 | $344K | Sell |
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|
2017
Q1 | $355K | Buy |
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|
2016
Q4 | $321K | Buy |
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|
2016
Q3 | $280K | Buy |
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