TD Private Client 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 | $3.16M | Sell |
30,316
-1,228
| -4% | -$128K | 0.08% | 185 |
|
|
2025
Q1 | $3.44M | Buy |
31,544
+1,313
| +4% | +$143K | 0.09% | 151 |
|
|
2024
Q4 | $2.84M | Buy |
30,231
+274
| +0.9% | +$25.8K | 0.08% | 176 |
|
|
2024
Q3 | $2.88M | Buy |
29,957
+13,797
| +85% | +$1.33M | 0.08% | 185 |
|
|
2024
Q2 | $1.27M | Sell |
16,160
-13,910
| -46% | -$1.09M | 0.04% | 313 |
|
|
2024
Q1 | $2.47M | Sell |
30,070
-1,855
| -6% | -$152K | 0.08% | 197 |
|
|
2023
Q4 | $2.69M | Buy |
31,925
+27,301
| +590% | +$2.3M | 0.1% | 175 |
|
|
2023
Q3 | $372K | Sell |
4,624
-3,068
| -40% | -$247K | 0.02% | 452 |
|
|
2023
Q2 | $679K | Sell |
7,692
-27
| -0.3% | -$2.38K | 0.03% | 401 |
|
|
2023
Q1 | $732K | Buy |
7,719
+847
| +12% | +$80.3K | 0.03% | 377 |
|
|
2022
Q4 | $644K | Sell |
6,872
-281
| -4% | -$26.3K | 0.03% | 388 |
|
|
2022
Q3 | $640K | Sell |
7,153
-84
| -1% | -$7.51K | 0.03% | 375 |
|
|
2022
Q2 | $728K | Sell |
7,237
-140
| -2% | -$14.1K | 0.04% | 364 |
|
|
2022
Q1 | $736K | Sell |
7,377
-19,353
| -72% | -$1.93M | 0.03% | 376 |
|
|
2021
Q4 | $2.59M | Sell |
26,730
-748
| -3% | -$72.6K | 0.11% | 196 |
|
|
2021
Q3 | $2.42M | Buy |
27,478
+2,014
| +8% | +$178K | 0.1% | 197 |
|
|
2021
Q2 | $2.27M | Buy |
25,464
+834
| +3% | +$74.2K | 0.1% | 217 |
|
|
2021
Q1 | $2.31M | Sell |
24,630
-1,733
| -7% | -$162K | 0.11% | 202 |
|
|
2020
Q4 | $2.43M | Sell |
26,363
-885
| -3% | -$81.4K | 0.12% | 179 |
|
|
2020
Q3 | $2.64M | Sell |
27,248
-49
| -0.2% | -$4.75K | 0.15% | 152 |
|
|
2020
Q2 | $2.39M | Buy |
27,297
+2,107
| +8% | +$185K | 0.14% | 160 |
|
|
2020
Q1 | $2.22M | Sell |
25,190
-22,452
| -47% | -$1.98M | 0.16% | 135 |
|
|
2019
Q4 | $4.39M | Buy |
+47,642
| New | +$4.39M | 0.26% | 88 |
|