Truist Financial’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 | $18.2M | Buy |
174,551
+9,855
| +6% | +$1.03M | 0.03% | 424 |
|
|
2025
Q1 | $17.9M | Buy |
164,696
+15,901
| +11% | +$1.73M | 0.03% | 409 |
|
|
2024
Q4 | $14M | Sell |
148,795
-4,660
| -3% | -$438K | 0.02% | 475 |
|
|
2024
Q3 | $14.8M | Buy |
153,455
+53,215
| +53% | +$5.12M | 0.02% | 470 |
|
|
2024
Q2 | $7.86M | Buy |
100,240
+9,480
| +10% | +$744K | 0.01% | 679 |
|
|
2024
Q1 | $7.45M | Sell |
90,760
-12,694
| -12% | -$1.04M | 0.01% | 732 |
|
|
2023
Q4 | $8.71M | Buy |
103,454
+6,731
| +7% | +$567K | 0.01% | 667 |
|
|
2023
Q3 | $7.79M | Sell |
96,723
-1,509
| -2% | -$122K | 0.01% | 664 |
|
|
2023
Q2 | $8.67M | Buy |
98,232
+3,294
| +3% | +$291K | 0.01% | 633 |
|
|
2023
Q1 | $9M | Sell |
94,938
-63,869
| -40% | -$6.05M | 0.02% | 618 |
|
|
2022
Q4 | $14.9M | Sell |
158,807
-49,601
| -24% | -$4.65M | 0.03% | 445 |
|
|
2022
Q3 | $18.6M | Buy |
208,408
+11,297
| +6% | +$1.01M | 0.04% | 371 |
|
|
2022
Q2 | $19.8M | Buy |
197,111
+112,637
| +133% | +$11.3M | 0.04% | 373 |
|
|
2022
Q1 | $8.43M | Sell |
84,474
-9,150
| -10% | -$913K | 0.01% | 699 |
|
|
2021
Q4 | $9.09M | Sell |
93,624
-22,708
| -20% | -$2.2M | 0.01% | 671 |
|
|
2021
Q3 | $10.3M | Sell |
116,332
-7,051
| -6% | -$622K | 0.02% | 620 |
|
|
2021
Q2 | $11M | Buy |
123,383
+1,134
| +0.9% | +$101K | 0.02% | 599 |
|
|
2021
Q1 | $11.4M | Sell |
122,249
-3,582
| -3% | -$335K | 0.02% | 560 |
|
|
2020
Q4 | $11.6M | Sell |
125,831
-2,092
| -2% | -$193K | 0.02% | 555 |
|
|
2020
Q3 | $12.4M | Sell |
127,923
-1,268
| -1% | -$123K | 0.03% | 495 |
|
|
2020
Q2 | $11.3M | Buy |
129,191
+21,969
| +20% | +$1.93M | 0.03% | 501 |
|
|
2020
Q1 | $9.45M | Buy |
107,222
+18,614
| +21% | +$1.64M | 0.02% | 499 |
|
|
2019
Q4 | $8.17M | Buy |
88,608
+78,588
| +784% | +$7.25M | 0.02% | 621 |
|
|
2019
Q3 | $953K | Sell |
10,020
-1,035
| -9% | -$98.4K | 0.02% | 461 |
|
|
2019
Q2 | $921K | Buy |
11,055
+1,728
| +19% | +$144K | 0.02% | 470 |
|
|
2019
Q1 | $737K | Sell |
9,327
-1,102
| -11% | -$87.1K | 0.01% | 511 |
|
|
2018
Q4 | $722K | Sell |
10,429
-139
| -1% | -$9.62K | 0.01% | 497 |
|
|
2018
Q3 | $705K | Sell |
10,568
-707
| -6% | -$47.2K | 0.01% | 528 |
|
|
2018
Q2 | $729K | Sell |
11,275
-1,321
| -10% | -$85.4K | 0.01% | 519 |
|
|
2018
Q1 | $790K | Sell |
12,596
-5,633
| -31% | -$353K | 0.02% | 501 |
|
|
2017
Q4 | $1.21M | Sell |
18,229
-8,330
| -31% | -$553K | 0.02% | 454 |
|
|
2017
Q3 | $1.67M | Sell |
26,559
-39,921
| -60% | -$2.51M | 0.03% | 386 |
|
|
2017
Q2 | $4.08M | Buy |
66,480
+11,207
| +20% | +$688K | 0.08% | 275 |
|
|
2017
Q1 | $3.35M | Buy |
55,273
+36,687
| +197% | +$2.22M | 0.07% | 295 |
|
|
2016
Q4 | $1.09M | Buy |
18,586
+12,914
| +228% | +$757K | 0.02% | 452 |
|
|
2016
Q3 | $340K | Buy |
5,672
+1,505
| +36% | +$90.2K | 0.01% | 662 |
|
|
2016
Q2 | $272K | Sell |
4,167
-48
| -1% | -$3.13K | 0.01% | 714 |
|
|
2016
Q1 | $253K | Sell |
4,215
-1,747
| -29% | -$105K | 0.01% | 675 |
|
|
2015
Q4 | $306K | Sell |
5,962
-177
| -3% | -$9.09K | 0.01% | 633 |
|
|
2015
Q3 | $321K | Buy |
+6,139
| New | +$321K | 0.01% | 645 |
|
|
2015
Q2 | – | Sell |
-6,776
| Closed | -$336K | – | 854 |
|
|
2015
Q1 | $336K | Buy |
6,776
+275
| +4% | +$13.6K | 0.01% | 629 |
|
|
2014
Q4 | $342K | Sell |
6,501
-1,008
| -13% | -$53K | 0.01% | 593 |
|
|
2014
Q3 | $323K | Sell |
7,509
-2,573
| -26% | -$111K | 0.01% | 604 |
|
|
2014
Q2 | $474K | Sell |
10,082
-2,339
| -19% | -$110K | 0.01% | 518 |
|
|
2014
Q1 | $578K | Buy |
12,421
+565
| +5% | +$26.3K | 0.02% | 474 |
|
|
2013
Q4 | $489K | Sell |
11,856
-481
| -4% | -$19.8K | 0.02% | 515 |
|
|
2013
Q3 | $498K | Buy |
12,337
+1,086
| +10% | +$43.8K | 0.02% | 484 |
|
|
2013
Q2 | $461K | Buy |
+11,251
| New | +$461K | 0.02% | 498 |
|