Steward Partners Investment Advisory’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 | $3.79M | Buy |
36,345
+1,599
| +5% | +$167K | 0.03% | 499 |
|
|
2025
Q1 | $3.79M | Buy |
34,746
+894
| +3% | +$97.4K | 0.03% | 473 |
|
|
2024
Q4 | $3.18M | Buy |
33,852
+2,433
| +8% | +$229K | 0.03% | 495 |
|
|
2024
Q3 | $3.02M | Buy |
31,419
+924
| +3% | +$88.9K | 0.03% | 502 |
|
|
2024
Q2 | $2.39M | Buy |
30,495
+252
| +0.8% | +$19.8K | 0.03% | 527 |
|
|
2024
Q1 | $2.48M | Sell |
30,243
-11,400
| -27% | -$936K | 0.03% | 512 |
|
|
2023
Q4 | $3.51M | Buy |
41,643
+1,176
| +3% | +$99K | 0.05% | 361 |
|
|
2023
Q3 | $3.26M | Sell |
40,467
-4,418
| -10% | -$356K | 0.05% | 346 |
|
|
2023
Q2 | $3.96M | Buy |
44,885
+1,817
| +4% | +$160K | 0.06% | 310 |
|
|
2023
Q1 | $4.08M | Buy |
43,068
+199
| +0.5% | +$18.9K | 0.07% | 295 |
|
|
2022
Q4 | $4.02M | Buy |
42,869
+4,817
| +13% | +$452K | 0.07% | 291 |
|
|
2022
Q3 | $3.4M | Buy |
38,052
+764
| +2% | +$68.3K | 0.06% | 303 |
|
|
2022
Q2 | $3.75M | Buy |
37,288
+1,086
| +3% | +$109K | 0.07% | 290 |
|
|
2022
Q1 | $3.61M | Buy |
36,202
+1,383
| +4% | +$138K | 0.06% | 331 |
|
|
2021
Q4 | $3.38M | Buy |
34,819
+672
| +2% | +$65.2K | 0.05% | 344 |
|
|
2021
Q3 | $3.01M | Buy |
34,147
+755
| +2% | +$66.6K | 0.05% | 350 |
|
|
2021
Q2 | $2.97M | Sell |
33,392
-9,389
| -22% | -$835K | 0.05% | 357 |
|
|
2021
Q1 | $4M | Buy |
42,781
+10,699
| +33% | +$1M | 0.07% | 290 |
|
|
2020
Q4 | $2.95M | Buy |
32,082
+119
| +0.4% | +$11K | 0.06% | 294 |
|
|
2020
Q3 | $3.1M | Buy |
31,963
+1,094
| +4% | +$106K | 0.08% | 248 |
|
|
2020
Q2 | $2.71M | Buy |
30,869
+3,331
| +12% | +$292K | 0.08% | 247 |
|
|
2020
Q1 | $2.43M | Buy |
27,538
+2,244
| +9% | +$198K | 0.09% | 235 |
|
|
2019
Q4 | $2.33M | Buy |
25,294
+295
| +1% | +$27.2K | 0.07% | 284 |
|
|
2019
Q3 | $2.38M | Buy |
24,999
+529
| +2% | +$50.3K | 0.08% | 254 |
|
|
2019
Q2 | $2.04M | Buy |
24,470
+424
| +2% | +$35.3K | 0.07% | 255 |
|
|
2019
Q1 | $1.9M | Buy |
24,046
+1,130
| +5% | +$89.3K | 0.08% | 242 |
|
|
2018
Q4 | $1.59M | Buy |
22,916
+172
| +0.8% | +$11.9K | 0.08% | 257 |
|
|
2018
Q3 | $1.52M | Buy |
22,744
+3,449
| +18% | +$230K | 0.07% | 265 |
|
|
2018
Q2 | $1.25M | Buy |
19,295
+2,627
| +16% | +$170K | 0.07% | 260 |
|
|
2018
Q1 | $1.05M | Buy |
16,668
+2,341
| +16% | +$147K | 0.07% | 259 |
|
|
2017
Q4 | $951K | Buy |
14,327
+514
| +4% | +$34.1K | 0.07% | 235 |
|
|
2017
Q3 | $867K | Buy |
13,813
+712
| +5% | +$44.7K | 0.09% | 203 |
|
|
2017
Q2 | $804K | Buy |
13,101
+11,625
| +788% | +$713K | 0.09% | 204 |
|
|
2017
Q1 | $89K | Buy |
1,476
+904
| +158% | +$54.5K | 0.01% | 454 |
|
|
2016
Q4 | $33K | Buy |
+572
| New | +$33K | 0.02% | 383 |
|