Stephens Inc’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
Q3 | $585K | Buy |
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|
2025
Q2 | $502K | Sell |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $524K | Buy |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $455K | Sell |
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|
2019
Q3 | $656K | Sell |
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|
2019
Q2 | $873K | Sell |
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|
2019
Q1 | $832K | Sell |
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|
2018
Q4 | $767K | Buy |
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|
2018
Q3 | $673K | Buy |
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|
2018
Q2 | $619K | Sell |
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|
2018
Q1 | $606K | Sell |
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|
2017
Q4 | $672K | Sell |
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|
2017
Q3 | $646K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | $265K | Hold |
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|
2014
Q3 | $216K | Hold |
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|
2014
Q2 | $236K | Hold |
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|
2014
Q1 | $234K | Sell |
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|
2013
Q4 | $218K | Hold |
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|
2013
Q3 | $213K | Hold |
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|
2013
Q2 | $216K | Buy |
|