Stephens Inc’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 | $502K | Sell |
4,822
-64
| -1% | -$6.67K | 0.01% | 833 |
|
|
2025
Q1 | $532K | Buy |
4,886
+176
| +4% | +$19.2K | 0.01% | 794 |
|
|
2024
Q4 | $443K | Sell |
4,710
-196
| -4% | -$18.4K | 0.01% | 879 |
|
|
2024
Q3 | $472K | Buy |
4,906
+1,257
| +34% | +$121K | 0.01% | 866 |
|
|
2024
Q2 | $286K | Sell |
3,649
-52
| -1% | -$4.08K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $304K | Buy |
3,701
+12
| +0.3% | +$985 | ﹤0.01% | 1002 |
|
|
2023
Q4 | $311K | Buy |
3,689
+691
| +23% | +$58.2K | 0.01% | 921 |
|
|
2023
Q3 | $241K | Buy |
2,998
+153
| +5% | +$12.3K | ﹤0.01% | 970 |
|
|
2023
Q2 | $251K | Sell |
2,845
-213
| -7% | -$18.8K | ﹤0.01% | 982 |
|
|
2023
Q1 | $290K | Buy |
3,058
+295
| +11% | +$28K | 0.01% | 890 |
|
|
2022
Q4 | $259K | Sell |
2,763
-18
| -0.6% | -$1.69K | 0.01% | 907 |
|
|
2022
Q3 | $249K | Buy |
2,781
+64
| +2% | +$5.73K | 0.01% | 953 |
|
|
2022
Q2 | $273K | Sell |
2,717
-275
| -9% | -$27.6K | 0.01% | 956 |
|
|
2022
Q1 | $299K | Hold |
2,992
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q4 | $290K | Sell |
2,992
-122
| -4% | -$11.8K | ﹤0.01% | 1057 |
|
|
2021
Q3 | $275K | Sell |
3,114
-876
| -22% | -$77.4K | ﹤0.01% | 1083 |
|
|
2021
Q2 | $355K | Sell |
3,990
-1,317
| -25% | -$117K | 0.01% | 978 |
|
|
2021
Q1 | $497K | Sell |
5,307
-253
| -5% | -$23.7K | 0.01% | 842 |
|
|
2020
Q4 | $512K | Buy |
5,560
+155
| +3% | +$14.3K | 0.01% | 766 |
|
|
2020
Q3 | $524K | Buy |
5,405
+1,035
| +24% | +$100K | 0.01% | 722 |
|
|
2020
Q2 | $383K | Sell |
4,370
-113
| -3% | -$9.9K | 0.01% | 767 |
|
|
2020
Q1 | $395K | Sell |
4,483
-454
| -9% | -$40K | 0.01% | 704 |
|
|
2019
Q4 | $455K | Sell |
4,937
-1,956
| -28% | -$180K | 0.01% | 751 |
|
|
2019
Q3 | $656K | Sell |
6,893
-3,582
| -34% | -$341K | 0.01% | 678 |
|
|
2019
Q2 | $873K | Sell |
10,475
-41
| -0.4% | -$3.42K | 0.02% | 609 |
|
|
2019
Q1 | $832K | Sell |
10,516
-564
| -5% | -$44.6K | 0.02% | 608 |
|
|
2018
Q4 | $767K | Buy |
11,080
+1,005
| +10% | +$69.6K | 0.02% | 582 |
|
|
2018
Q3 | $673K | Buy |
10,075
+500
| +5% | +$33.4K | 0.02% | 701 |
|
|
2018
Q2 | $619K | Sell |
9,575
-86
| -0.9% | -$5.56K | 0.02% | 566 |
|
|
2018
Q1 | $606K | Sell |
9,661
-455
| -4% | -$28.5K | 0.02% | 471 |
|
|
2017
Q4 | $672K | Sell |
10,116
-169
| -2% | -$11.2K | 0.03% | 441 |
|
|
2017
Q3 | $646K | Buy |
+10,285
| New | +$646K | 0.02% | 450 |
|
|
2015
Q2 | – | Sell |
-5,091
| Closed | -$252K | – | 848 |
|
|
2015
Q1 | $252K | Buy |
5,091
+69
| +1% | +$3.42K | 0.01% | 660 |
|
|
2014
Q4 | $265K | Hold |
5,022
| – | – | 0.01% | 641 |
|
|
2014
Q3 | $216K | Hold |
5,022
| – | – | 0.01% | 692 |
|
|
2014
Q2 | $236K | Hold |
5,022
| – | – | 0.01% | 712 |
|
|
2014
Q1 | $234K | Sell |
5,022
-250
| -5% | -$11.6K | 0.01% | 671 |
|
|
2013
Q4 | $218K | Hold |
5,272
| – | – | 0.01% | 750 |
|
|
2013
Q3 | $213K | Hold |
5,272
| – | – | 0.01% | 699 |
|
|
2013
Q2 | $216K | Buy |
+5,272
| New | +$216K | 0.01% | 624 |
|