Snowden Capital 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
Q2 | $734K | Sell |
7,047
-2,739
| -28% | -$285K | 0.02% | 613 |
|
|
2025
Q1 | $1.07M | Buy |
9,786
+1,711
| +21% | +$186K | 0.03% | 489 |
|
|
2024
Q4 | $759K | Sell |
8,075
-218
| -3% | -$20.5K | 0.02% | 604 |
|
|
2024
Q3 | $798K | Buy |
8,293
+937
| +13% | +$90.1K | 0.02% | 591 |
|
|
2024
Q2 | $577K | Buy |
7,356
+838
| +13% | +$65.8K | 0.02% | 683 |
|
|
2024
Q1 | $535K | Sell |
6,518
-379
| -5% | -$31.1K | 0.02% | 735 |
|
|
2023
Q4 | $581K | Sell |
6,897
-390
| -5% | -$32.8K | 0.02% | 638 |
|
|
2023
Q3 | $587K | Sell |
7,287
-786
| -10% | -$63.3K | 0.03% | 577 |
|
|
2023
Q2 | $712K | Buy |
8,073
+75
| +0.9% | +$6.62K | 0.03% | 572 |
|
|
2023
Q1 | $758K | Buy |
7,998
+933
| +13% | +$88.4K | 0.03% | 547 |
|
|
2022
Q4 | $662K | Sell |
7,065
-606
| -8% | -$56.8K | 0.03% | 589 |
|
|
2022
Q3 | $686K | Sell |
7,671
-93
| -1% | -$8.32K | 0.03% | 535 |
|
|
2022
Q2 | $781K | Sell |
7,764
-780
| -9% | -$78.5K | 0.04% | 487 |
|
|
2022
Q1 | $852K | Buy |
8,544
+7,544
| +754% | +$752K | 0.03% | 481 |
|
|
2021
Q4 | $97K | Sell |
1,000
-5,883
| -85% | -$571K | 0.01% | 850 |
|
|
2021
Q3 | $607K | Sell |
6,883
-1,014
| -13% | -$89.4K | 0.03% | 482 |
|
|
2021
Q2 | $702K | Buy |
7,897
+1,311
| +20% | +$117K | 0.04% | 451 |
|
|
2021
Q1 | $616K | Buy |
6,586
+3,085
| +88% | +$289K | 0.04% | 439 |
|
|
2020
Q4 | $322K | Buy |
3,501
+1,115
| +47% | +$103K | 0.02% | 512 |
|
|
2020
Q3 | $231K | Sell |
2,386
-151
| -6% | -$14.6K | 0.02% | 516 |
|
|
2020
Q2 | $222K | Sell |
2,537
-131
| -5% | -$11.5K | 0.02% | 510 |
|
|
2020
Q1 | $235K | Sell |
2,668
-389
| -13% | -$34.3K | 0.03% | 474 |
|
|
2019
Q4 | $282K | Sell |
3,057
-7
| -0.2% | -$646 | 0.03% | 498 |
|
|
2019
Q3 | $291K | Buy |
3,064
+251
| +9% | +$23.9K | 0.03% | 431 |
|
|
2019
Q2 | $235K | Sell |
2,813
-368
| -12% | -$30.7K | 0.02% | 461 |
|
|
2019
Q1 | $252K | Buy |
3,181
+3
| +0.1% | +$237 | 0.03% | 431 |
|
|
2018
Q4 | $220K | Sell |
3,178
-190
| -6% | -$13.2K | 0.03% | 430 |
|
|
2018
Q3 | $225K | Buy |
+3,368
| New | +$225K | 0.03% | 450 |
|