Synovus Financial’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 | $214K | Buy |
+1,864
| New | +$202K | ﹤0.01% | 902 |
|
|
2025
Q2 | – | Sell |
-1,851
| Closed | -$202K | – | 945 |
|
|
2025
Q1 | $202K | Buy |
+1,851
| New | +$189K | ﹤0.01% | 866 |
|
|
2024
Q4 | – | Sell |
-2,980
| Closed | -$287K | – | 944 |
|
|
2024
Q3 | $287K | Buy |
2,980
+135
| +5% | +$12K | ﹤0.01% | 803 |
|
|
2024
Q2 | $223K | Buy |
+2,845
| New | +$231K | ﹤0.01% | 796 |
|
|
2023
Q1 | – | Sell |
-2,879
| Closed | -$270K | – | 883 |
|
|
2022
Q4 | $270K | Buy |
+2,879
| New | +$266K | ﹤0.01% | 753 |
|
|
2022
Q3 | – | Sell |
-2,183
| Closed | -$220K | – | 884 |
|
|
2022
Q2 | $220K | Sell |
2,183
-245
| -10% | -$24.8K | ﹤0.01% | 783 |
|
|
2022
Q1 | $244K | Sell |
2,428
-101
| -4% | -$9.54K | ﹤0.01% | 779 |
|
|
2021
Q4 | $244K | Sell |
2,529
-114
| -4% | -$10.4K | ﹤0.01% | 788 |
|
|
2021
Q3 | $232K | Hold |
2,643
| – | – | ﹤0.01% | 783 |
|
|
2021
Q2 | $233K | Buy |
2,643
+45
| +2% | +$4.24K | ﹤0.01% | 776 |
|
|
2021
Q1 | $242K | Buy |
+2,598
| New | +$226K | ﹤0.01% | 692 |
|
|
2020
Q3 | – | Sell |
-774
| Closed | -$68K | – | 1456 |
|
|
2020
Q2 | $68K | Sell |
774
-108
| -12% | -$9.74K | ﹤0.01% | 845 |
|
|
2020
Q1 | $77K | Buy |
882
+308
| +54% | +$29.6K | ﹤0.01% | 987 |
|
|
2019
Q4 | $53K | Hold |
574
| – | – | ﹤0.01% | 938 |
|
|
2019
Q3 | $54K | Buy |
574
+182
| +46% | +$16.4K | ﹤0.01% | 886 |
|
|
2019
Q2 | $32K | Buy |
392
+355
| +959% | +$28.5K | ﹤0.01% | 928 |
|
|
2019
Q1 | $3K | Buy |
+37
| New | +$2.75K | ﹤0.01% | 1319 |
|
|
2017
Q2 | – | Sell |
-450
| Closed | -$28K | – | 1120 |
|
|
2017
Q1 | $28K | Buy |
450
+225
| +100% | +$13.3K | ﹤0.01% | 813 |
|
|
2016
Q4 | $13K | Hold |
225
| – | – | ﹤0.01% | 898 |
|
|
2016
Q3 | $13K | Sell |
225
-300
| -57% | -$18.7K | ﹤0.01% | 865 |
|
|
2016
Q2 | $34K | Buy |
+525
| New | +$31.6K | ﹤0.01% | 710 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$15K | – | 1059 |
|
|
2015
Q4 | $15K | Buy |
+300
| New | +$15.3K | ﹤0.01% | 803 |
|
|
2015
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1019 |
|
|
2015
Q2 | $1K | Sell |
14
-1,492
| -99% | -$71.6K | ﹤0.01% | 960 |
|
|
2015
Q1 | $75K | Buy |
1,506
+84
| +6% | +$4.39K | ﹤0.01% | 579 |
|
|
2014
Q4 | $75K | Buy |
1,422
+11
| +0.8% | +$540 | ﹤0.01% | 567 |
|
|
2014
Q3 | $61K | Sell |
1,411
-590
| -29% | -$26.2K | ﹤0.01% | 580 |
|
|
2014
Q2 | $94K | Sell |
2,001
-969
| -33% | -$45K | ﹤0.01% | 491 |
|
|
2014
Q1 | $139K | Buy |
2,970
+993
| +50% | +$42.8K | ﹤0.01% | 442 |
|
|
2013
Q4 | $81K | Buy |
1,977
+12
| +0.6% | +$498 | ﹤0.01% | 482 |
|
|
2013
Q3 | $79K | Sell |
1,965
-167
| -8% | -$6.95K | ﹤0.01% | 463 |
|
|
2013
Q2 | $87K | Buy |
+2,132
| New | +$90.4K | ﹤0.01% | 455 |
|
Other funds holding WEC
