Sigma Planning Corp’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 | $1.26M | Buy |
12,111
+59
| +0.5% | +$6.15K | 0.04% | 430 |
|
|
2025
Q1 | $1.31M | Buy |
12,052
+501
| +4% | +$54.6K | 0.04% | 395 |
|
|
2024
Q4 | $1.09M | Buy |
11,551
+35
| +0.3% | +$3.29K | 0.03% | 466 |
|
|
2024
Q3 | $1.11M | Buy |
11,516
+2,627
| +30% | +$253K | 0.03% | 468 |
|
|
2024
Q2 | $697K | Buy |
8,889
+2,231
| +34% | +$175K | 0.02% | 595 |
|
|
2024
Q1 | $547K | Buy |
6,658
+4,232
| +174% | +$348K | 0.02% | 728 |
|
|
2023
Q4 | $204K | Sell |
2,426
-3,231
| -57% | -$272K | 0.02% | 776 |
|
|
2023
Q3 | $456K | Sell |
5,657
-11
| -0.2% | -$886 | 0.02% | 758 |
|
|
2023
Q2 | $500K | Sell |
5,668
-864
| -13% | -$76.3K | 0.02% | 737 |
|
|
2023
Q1 | $619K | Buy |
6,532
+393
| +6% | +$37.3K | 0.02% | 715 |
|
|
2022
Q4 | $576K | Buy |
6,139
+134
| +2% | +$12.6K | 0.02% | 713 |
|
|
2022
Q3 | $537K | Sell |
6,005
-25
| -0.4% | -$2.24K | 0.02% | 700 |
|
|
2022
Q2 | $607K | Sell |
6,030
-467
| -7% | -$47K | 0.02% | 680 |
|
|
2022
Q1 | $648K | Sell |
6,497
-293
| -4% | -$29.2K | 0.02% | 731 |
|
|
2021
Q4 | $659K | Sell |
6,790
-99
| -1% | -$9.61K | 0.02% | 717 |
|
|
2021
Q3 | $608K | Sell |
6,889
-190
| -3% | -$16.8K | 0.02% | 725 |
|
|
2021
Q2 | $630K | Buy |
7,079
+261
| +4% | +$23.2K | 0.02% | 722 |
|
|
2021
Q1 | $638K | Buy |
6,818
+1,687
| +33% | +$158K | 0.02% | 670 |
|
|
2020
Q4 | $472K | Sell |
5,131
-95
| -2% | -$8.74K | 0.02% | 708 |
|
|
2020
Q3 | $506K | Buy |
5,226
+321
| +7% | +$31.1K | 0.02% | 602 |
|
|
2020
Q2 | $430K | Buy |
4,905
+1,150
| +31% | +$101K | 0.02% | 641 |
|
|
2020
Q1 | $331K | Sell |
3,755
-2,660
| -41% | -$234K | 0.02% | 604 |
|
|
2019
Q4 | $592K | Sell |
6,415
-1,229
| -16% | -$113K | 0.03% | 539 |
|
|
2019
Q3 | $727K | Sell |
7,644
-7
| -0.1% | -$666 | 0.03% | 453 |
|
|
2019
Q2 | $638K | Buy |
7,651
+148
| +2% | +$12.3K | 0.03% | 473 |
|
|
2019
Q1 | $593K | Sell |
7,503
-521
| -6% | -$41.2K | 0.03% | 467 |
|
|
2018
Q4 | $556K | Buy |
8,024
+2,460
| +44% | +$170K | 0.04% | 399 |
|
|
2018
Q3 | $371K | Buy |
5,564
+19
| +0.3% | +$1.27K | 0.02% | 587 |
|
|
2018
Q2 | $359K | Buy |
5,545
+37
| +0.7% | +$2.4K | 0.02% | 566 |
|
|
2018
Q1 | $345K | Buy |
5,508
+1,261
| +30% | +$79K | 0.03% | 555 |
|
|
2017
Q4 | $282K | Buy |
4,247
+271
| +7% | +$18K | 0.02% | 632 |
|
|
2017
Q3 | $250K | Buy |
3,976
+210
| +6% | +$13.2K | 0.02% | 675 |
|
|
2017
Q2 | $231K | Buy |
3,766
+134
| +4% | +$8.22K | 0.02% | 657 |
|
|
2017
Q1 | $220K | Buy |
+3,632
| New | +$220K | 0.02% | 672 |
|