Stratos Wealth Partners’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 | $10.7M | Buy |
102,562
+3,766
| +4% | +$392K | 0.14% | 144 |
|
|
2025
Q1 | $10.8M | Buy |
98,796
+5,049
| +5% | +$550K | 0.16% | 128 |
|
|
2024
Q4 | $8.82M | Buy |
93,747
+3,662
| +4% | +$344K | 0.12% | 168 |
|
|
2024
Q3 | $8.66M | Buy |
90,085
+9,374
| +12% | +$902K | 0.13% | 168 |
|
|
2024
Q2 | $6.33M | Buy |
80,711
+2,596
| +3% | +$204K | 0.1% | 201 |
|
|
2024
Q1 | $6.41M | Buy |
78,115
+5,353
| +7% | +$440K | 0.11% | 207 |
|
|
2023
Q4 | $6.12M | Buy |
72,762
+1,610
| +2% | +$136K | 0.11% | 191 |
|
|
2023
Q3 | $5.73M | Buy |
71,152
+3,666
| +5% | +$295K | 0.12% | 177 |
|
|
2023
Q2 | $5.95M | Buy |
67,486
+3,653
| +6% | +$322K | 0.13% | 167 |
|
|
2023
Q1 | $6.05M | Buy |
63,833
+1,035
| +2% | +$98.1K | 0.16% | 135 |
|
|
2022
Q4 | $5.89M | Buy |
62,798
+4,682
| +8% | +$439K | 0.15% | 156 |
|
|
2022
Q3 | $5.2M | Sell |
58,116
-3,698
| -6% | -$331K | 0.15% | 148 |
|
|
2022
Q2 | $6.22M | Buy |
61,814
+1,207
| +2% | +$121K | 0.16% | 136 |
|
|
2022
Q1 | $6.05M | Buy |
60,607
+3,571
| +6% | +$356K | 0.14% | 155 |
|
|
2021
Q4 | $5.54M | Buy |
57,036
+2,634
| +5% | +$256K | 0.12% | 176 |
|
|
2021
Q3 | $4.8M | Buy |
54,402
+1,796
| +3% | +$158K | 0.12% | 185 |
|
|
2021
Q2 | $4.68M | Buy |
52,606
+2,911
| +6% | +$259K | 0.12% | 193 |
|
|
2021
Q1 | $4.65M | Sell |
49,695
-3,109
| -6% | -$291K | 0.13% | 177 |
|
|
2020
Q4 | $4.86M | Sell |
52,804
-1,173
| -2% | -$108K | 0.14% | 161 |
|
|
2020
Q3 | $5.23M | Buy |
53,977
+3,148
| +6% | +$305K | 0.17% | 139 |
|
|
2020
Q2 | $4.46M | Buy |
50,829
+9,205
| +22% | +$807K | 0.16% | 148 |
|
|
2020
Q1 | $3.67M | Sell |
41,624
-10,212
| -20% | -$900K | 0.17% | 123 |
|
|
2019
Q4 | $4.78M | Buy |
51,836
+1,115
| +2% | +$103K | 0.19% | 120 |
|
|
2019
Q3 | $4.82M | Buy |
50,721
+548
| +1% | +$52.1K | 0.21% | 106 |
|
|
2019
Q2 | $4.18M | Buy |
50,173
+2,047
| +4% | +$171K | 0.18% | 124 |
|
|
2019
Q1 | $3.81M | Buy |
48,126
+733
| +2% | +$58K | 0.17% | 130 |
|
|
2018
Q4 | $3.28M | Buy |
47,393
+846
| +2% | +$58.6K | 0.17% | 128 |
|
|
2018
Q3 | $3.11M | Buy |
46,547
+959
| +2% | +$64K | 0.14% | 153 |
|
|
2018
Q2 | $2.95M | Buy |
45,588
+239
| +0.5% | +$15.5K | 0.13% | 176 |
|
|
2018
Q1 | $2.84M | Buy |
45,349
+317
| +0.7% | +$19.9K | 0.12% | 184 |
|
|
2017
Q4 | $2.99M | Buy |
45,032
+489
| +1% | +$32.5K | 0.13% | 162 |
|
|
2017
Q3 | $2.8M | Buy |
44,543
+1,930
| +5% | +$121K | 0.13% | 165 |
|
|
2017
Q2 | $2.62M | Buy |
42,613
+1,852
| +5% | +$114K | 0.14% | 153 |
|
|
2017
Q1 | $2.47M | Buy |
40,761
+3,341
| +9% | +$203K | 0.14% | 148 |
|
|
2016
Q4 | $2.2M | Buy |
37,420
+901
| +2% | +$52.9K | 0.14% | 153 |
|
|
2016
Q3 | $2.19M | Buy |
36,519
+6,087
| +20% | +$365K | 0.15% | 137 |
|
|
2016
Q2 | $1.99M | Buy |
30,432
+7,630
| +33% | +$498K | 0.15% | 136 |
|
|
2016
Q1 | $1.37M | Buy |
22,802
+14,449
| +173% | +$868K | 0.12% | 153 |
|
|
2015
Q4 | $429K | Sell |
8,353
-5,408
| -39% | -$278K | 0.04% | 343 |
|
|
2015
Q3 | $719K | Buy |
13,761
+7,306
| +113% | +$382K | 0.09% | 195 |
|
|
2015
Q2 | $290K | Sell |
6,455
-485
| -7% | -$21.8K | 0.04% | 381 |
|
|
2015
Q1 | $346K | Sell |
6,940
-270
| -4% | -$13.5K | 0.04% | 389 |
|
|
2014
Q4 | $380K | Buy |
+7,210
| New | +$380K | 0.07% | 300 |
|
|
2014
Q3 | – | Sell |
-4,466
| Closed | -$216K | – | 356 |
|
|
2014
Q2 | $216K | Buy |
+4,466
| New | +$216K | 0.07% | 272 |
|