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 |
7,209
+15
| +0.2% | +$1.53K | 0.07% | 199 |
|
|
2024
Q4 | $677K | Buy |
7,194
+14
| +0.2% | +$1.36K | 0.06% | 217 |
|
|
2024
Q3 | $691K | Buy |
7,180
+16
| +0.2% | +$1.42K | 0.06% | 218 |
|
|
2024
Q2 | $562K | Sell |
7,164
-51
| -0.7% | -$4.14K | 0.05% | 235 |
|
|
2024
Q1 | $593K | Buy |
7,215
+3,018
| +72% | +$243K | 0.04% | 267 |
|
|
2023
Q4 | $353K | Sell |
4,197
-1,085
| -21% | -$89.3K | 0.03% | 323 |
|
|
2023
Q3 | $425K | Buy |
5,282
+14
| +0.3% | +$1.22K | 0.04% | 275 |
|
|
2023
Q2 | $465K | Buy |
5,268
+18
| +0.3% | +$1.66K | 0.04% | 272 |
|
|
2023
Q1 | $498K | Buy |
5,250
+18
| +0.3% | +$1.67K | 0.05% | 264 |
|
|
2022
Q4 | $491K | Buy |
5,232
+15
| +0.3% | +$1.39K | 0.05% | 254 |
|
|
2022
Q3 | $467K | Sell |
5,217
-111
| -2% | -$11.3K | 0.05% | 246 |
|
|
2022
Q2 | $536K | Buy |
5,328
+15
| +0.3% | +$1.52K | 0.04% | 233 |
|
|
2022
Q1 | $531K | Buy |
5,313
+18
| +0.3% | +$1.7K | 0.04% | 271 |
|
|
2021
Q4 | $514K | Buy |
5,295
+1,117
| +27% | +$102K | 0.03% | 275 |
|
|
2021
Q3 | $369K | Buy |
4,178
+14
| +0.3% | +$1.31K | 0.03% | 327 |
|
|
2021
Q2 | $370K | Buy |
4,164
+15
| +0.4% | +$1.41K | 0.03% | 321 |
|
|
2021
Q1 | $388K | Buy |
4,149
+477
| +13% | +$41.6K | 0.03% | 296 |
|
|
2020
Q4 | $338K | Sell |
3,672
-108
| -3% | -$10.5K | 0.03% | 306 |
|
|
2020
Q3 | $366K | Buy |
3,780
+22
| +0.6% | +$2.05K | 0.03% | 266 |
|
|
2020
Q2 | $329K | Buy |
3,758
+21
| +0.6% | +$1.9K | 0.03% | 285 |
|
|
2020
Q1 | $329K | Buy |
3,737
+20
| +0.5% | +$1.92K | 0.04% | 253 |
|
|
2019
Q4 | $343K | Buy |
3,717
+20
| +0.5% | +$1.82K | 0.03% | 311 |
|
|
2019
Q3 | $352K | Buy |
3,697
+19
| +0.5% | +$1.71K | 0.04% | 305 |
|
|
2019
Q2 | $307K | Sell |
3,678
-354
| -9% | -$28.4K | 0.03% | 330 |
|
|
2019
Q1 | $319K | Buy |
4,032
+22
| +0.5% | +$1.63K | 0.04% | 328 |
|
|
2018
Q4 | $278K | Sell |
4,010
-41
| -1% | -$2.88K | 0.04% | 333 |
|
|
2018
Q3 | $270K | Sell |
4,051
-378
| -9% | -$25.2K | 0.03% | 376 |
|
|
2018
Q2 | $286K | Buy |
4,429
+25
| +0.6% | +$1.55K | 0.03% | 372 |
|
|
2018
Q1 | $276K | Sell |
4,404
-944
| -18% | -$58.6K | 0.03% | 377 |
|
|
2017
Q4 | $355K | Sell |
5,348
-182
| -3% | -$12.2K | 0.05% | 319 |
|
|
2017
Q3 | $347K | Sell |
5,530
-68
| -1% | -$4.34K | 0.05% | 326 |
|
|
2017
Q2 | $344K | Sell |
5,598
-250
| -4% | -$15.4K | 0.05% | 351 |
|
|
2017
Q1 | $355K | Buy |
5,848
+380
| +7% | +$22.4K | 0.05% | 347 |
|
|
2016
Q4 | $321K | Buy |
5,468
+793
| +17% | +$45.5K | 0.04% | 384 |
|
|
2016
Q3 | $280K | Buy |
+4,675
| New | +$292K | 0.04% | 374 |
|
Other funds holding WEC
Sheaff Brock Investment Advisors's WEC Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its WEC Energy (WEC) stake by 0.21% in Q1 2025, buying an estimated $1.53K and bringing the position to 7,209 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #199.
Sheaff Brock Investment Advisors first reported a position in WEC in Q3 2016 and has held it in 35 quarters since. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.
- Sheaff Brock Investment Advisors held 7,209 shares of WEC Energy worth $786K as of Q1 2025.
- Sheaff Brock Investment Advisors bought 15 WEC Energy shares in Q1 2025, an estimated $1.53K.
- WEC Energy made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #199 holding.
- Sheaff Brock Investment Advisors first reported a position in WEC Energy in Q3 2016 and has held it in 35 quarters since.
- 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.