UMB Bank’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 | $381K | Sell |
3,660
-61
| -2% | -$6.36K | 0.01% | 458 |
|
|
2025
Q1 | $406K | Buy |
3,721
+1,080
| +41% | +$118K | 0.01% | 434 |
|
|
2024
Q4 | $248K | Buy |
2,641
+169
| +7% | +$15.9K | ﹤0.01% | 526 |
|
|
2024
Q3 | $238K | Sell |
2,472
-24
| -1% | -$2.31K | ﹤0.01% | 536 |
|
|
2024
Q2 | $196K | Sell |
2,496
-706
| -22% | -$55.4K | ﹤0.01% | 567 |
|
|
2024
Q1 | $263K | Buy |
3,202
+100
| +3% | +$8.21K | ﹤0.01% | 514 |
|
|
2023
Q4 | $261K | Sell |
3,102
-152
| -5% | -$12.8K | ﹤0.01% | 524 |
|
|
2023
Q3 | $262K | Buy |
3,254
+164
| +5% | +$13.2K | ﹤0.01% | 508 |
|
|
2023
Q2 | $273K | Sell |
3,090
-7
| -0.2% | -$618 | ﹤0.01% | 511 |
|
|
2023
Q1 | $294K | Buy |
3,097
+210
| +7% | +$19.9K | ﹤0.01% | 493 |
|
|
2022
Q4 | $270K | Hold |
2,887
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $259K | Sell |
2,887
-39
| -1% | -$3.5K | ﹤0.01% | 546 |
|
|
2022
Q2 | $295K | Hold |
2,926
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $292K | Hold |
2,926
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $284K | Buy |
2,926
+457
| +19% | +$44.4K | ﹤0.01% | 597 |
|
|
2021
Q3 | $217K | Sell |
2,469
-427
| -15% | -$37.5K | ﹤0.01% | 354 |
|
|
2021
Q2 | $257K | Sell |
2,896
-1,300
| -31% | -$115K | 0.01% | 330 |
|
|
2021
Q1 | $393K | Buy |
4,196
+11
| +0.3% | +$1.03K | 0.01% | 298 |
|
|
2020
Q4 | $386K | Sell |
4,185
-1,367
| -25% | -$126K | 0.01% | 296 |
|
|
2020
Q3 | $487K | Hold |
5,552
| – | – | 0.02% | 258 |
|
|
2020
Q2 | $487K | Sell |
5,552
-38
| -0.7% | -$3.33K | 0.02% | 258 |
|
|
2020
Q1 | $493K | Buy |
5,590
+13
| +0.2% | +$1.15K | 0.02% | 246 |
|
|
2019
Q4 | $514K | Buy |
5,577
+1,408
| +34% | +$130K | 0.01% | 265 |
|
|
2019
Q3 | $396 | Buy |
4,169
+79
| +2% | +$8 | 0.01% | 293 |
|
|
2019
Q2 | $341 | Buy |
4,090
+16
| +0.4% | +$1 | 0.01% | 295 |
|
|
2019
Q1 | $322K | Sell |
4,074
-38
| -0.9% | -$3K | 0.01% | 298 |
|
|
2018
Q4 | $285 | Sell |
4,112
-2,534
| -38% | -$176 | 0.01% | 282 |
|
|
2018
Q3 | $444K | Buy |
6,646
+1,148
| +21% | +$76.7K | 0.01% | 263 |
|
|
2018
Q2 | $356K | Buy |
5,498
+144
| +3% | +$9.32K | 0.01% | 274 |
|
|
2018
Q1 | $336K | Buy |
5,354
+276
| +5% | +$17.3K | 0.01% | 279 |
|
|
2017
Q4 | $338K | Hold |
5,078
| – | – | 0.01% | 278 |
|
|
2017
Q3 | $319K | Sell |
5,078
-1,684
| -25% | -$106K | 0.01% | 275 |
|
|
2017
Q2 | $415K | Hold |
6,762
| – | – | 0.01% | 254 |
|
|
2017
Q1 | $410K | Sell |
6,762
-666
| -9% | -$40.4K | 0.01% | 256 |
|
|
2016
Q4 | $436K | Buy |
7,428
+666
| +10% | +$39.1K | 0.02% | 248 |
|
|
2016
Q3 | $404K | Hold |
6,762
| – | – | 0.02% | 258 |
|
|
2016
Q2 | $442K | Buy |
6,762
+687
| +11% | +$44.9K | 0.02% | 244 |
|
|
2016
Q1 | $365K | Buy |
6,075
+59
| +1% | +$3.55K | 0.02% | 259 |
|
|
2015
Q4 | $308K | Buy |
6,016
+176
| +3% | +$9.01K | 0.01% | 287 |
|
|
2015
Q3 | $305K | Hold |
5,840
| – | – | 0.02% | 240 |
|
|
2015
Q2 | $263 | Buy |
5,840
+1,128
| +24% | +$51 | 0.01% | 279 |
|
|
2015
Q1 | $233 | Hold |
4,712
| – | – | 0.01% | 282 |
|
|
2014
Q4 | $248K | Buy |
4,712
+12
| +0.3% | +$632 | 0.01% | 269 |
|
|
2014
Q3 | $202 | Hold |
4,700
| – | – | 0.01% | 290 |
|
|
2014
Q2 | $220K | Hold |
4,700
| – | – | 0.01% | 288 |
|
|
2014
Q1 | $219K | Buy |
+4,700
| New | +$219K | 0.01% | 282 |
|