SVB Wealth’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 | – | Sell |
-2,692
| Closed | -$293K | – | 1624 |
|
|
2025
Q1 | $293K | Buy |
2,692
+457
| +20% | +$49.8K | 0.01% | 264 |
|
|
2024
Q4 | $210K | Buy |
+2,235
| New | +$210K | ﹤0.01% | 667 |
|
|
2024
Q2 | – | Sell |
-2,818
| Closed | -$231K | – | 830 |
|
|
2024
Q1 | $231K | Sell |
2,818
-163
| -5% | -$13.4K | 0.01% | 712 |
|
|
2023
Q4 | $251K | Buy |
+2,981
| New | +$251K | 0.01% | 687 |
|
|
2023
Q3 | – | Sell |
-5,416
| Closed | -$478K | – | 934 |
|
|
2023
Q2 | $478K | Sell |
5,416
-608
| -10% | -$53.6K | 0.01% | 501 |
|
|
2023
Q1 | $571K | Sell |
6,024
-237
| -4% | -$22.5K | 0.01% | 507 |
|
|
2022
Q4 | $587K | Sell |
6,261
-93
| -1% | -$8.72K | 0.01% | 519 |
|
|
2022
Q3 | $568K | Buy |
6,354
+1,670
| +36% | +$149K | 0.01% | 495 |
|
|
2022
Q2 | $471K | Buy |
4,684
+499
| +12% | +$50.2K | 0.01% | 457 |
|
|
2022
Q1 | $418K | Buy |
4,185
+141
| +3% | +$14.1K | 0.01% | 482 |
|
|
2021
Q4 | $393K | Sell |
4,044
-1,106
| -21% | -$107K | 0.01% | 500 |
|
|
2021
Q3 | $454K | Buy |
5,150
+375
| +8% | +$33.1K | 0.01% | 632 |
|
|
2021
Q2 | $425K | Sell |
4,775
-148
| -3% | -$13.2K | 0.01% | 632 |
|
|
2021
Q1 | $460K | Buy |
4,923
+143
| +3% | +$13.4K | 0.01% | 545 |
|
|
2020
Q4 | $440K | Buy |
4,780
+21
| +0.4% | +$1.93K | 0.01% | 507 |
|
|
2020
Q3 | $461K | Buy |
4,759
+360
| +8% | +$34.9K | 0.01% | 428 |
|
|
2020
Q2 | $386K | Sell |
4,399
-163
| -4% | -$14.3K | 0.01% | 414 |
|
|
2020
Q1 | $402K | Sell |
4,562
-368
| -7% | -$32.4K | 0.01% | 348 |
|
|
2019
Q4 | $455K | Buy |
4,930
+816
| +20% | +$75.3K | 0.01% | 430 |
|
|
2019
Q3 | $391K | Buy |
4,114
+220
| +6% | +$20.9K | 0.01% | 407 |
|
|
2019
Q2 | $325K | Sell |
3,894
-15
| -0.4% | -$1.25K | 0.01% | 431 |
|
|
2019
Q1 | $309K | Sell |
3,909
-1,328
| -25% | -$105K | 0.01% | 338 |
|
|
2018
Q4 | $363K | Buy |
5,237
+6
| +0.1% | +$416 | 0.02% | 331 |
|
|
2018
Q3 | $350K | Buy |
5,231
+38
| +0.7% | +$2.54K | 0.01% | 363 |
|
|
2018
Q2 | $336K | Sell |
5,193
-119
| -2% | -$7.7K | 0.01% | 371 |
|
|
2018
Q1 | $333K | Sell |
5,312
-469
| -8% | -$29.4K | 0.01% | 372 |
|
|
2017
Q4 | $384K | Buy |
5,781
+543
| +10% | +$36.1K | 0.01% | 371 |
|
|
2017
Q3 | $329K | Hold |
5,238
| – | – | 0.01% | 390 |
|
|
2017
Q2 | $322K | Hold |
5,238
| – | – | 0.01% | 399 |
|
|
2017
Q1 | $318K | Sell |
5,238
-192
| -4% | -$11.7K | 0.01% | 400 |
|
|
2016
Q4 | $318K | Sell |
5,430
-600
| -10% | -$35.1K | 0.01% | 404 |
|
|
2016
Q3 | $361K | Sell |
6,030
-196
| -3% | -$11.7K | 0.01% | 396 |
|
|
2016
Q2 | $407K | Buy |
6,226
+561
| +10% | +$36.7K | 0.02% | 380 |
|
|
2016
Q1 | $340K | Buy |
5,665
+558
| +11% | +$33.5K | 0.01% | 423 |
|
|
2015
Q4 | $262K | Sell |
5,107
-994
| -16% | -$51K | 0.01% | 475 |
|
|
2015
Q3 | $319K | Sell |
6,101
-1,810
| -23% | -$94.6K | 0.01% | 460 |
|
|
2015
Q2 | $356K | Buy |
7,911
+1,348
| +21% | +$60.7K | 0.01% | 460 |
|
|
2015
Q1 | $325K | Buy |
6,563
+835
| +15% | +$41.3K | 0.01% | 461 |
|
|
2014
Q4 | $302K | Buy |
+5,728
| New | +$302K | 0.01% | 462 |
|