United Capital Financial Advisors’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 | $398K | Sell |
3,824
-303
| -7% | -$31.6K | ﹤0.01% | 830 |
|
|
2025
Q1 | $450K | Buy |
4,127
+440
| +12% | +$48K | ﹤0.01% | 770 |
|
|
2024
Q4 | $347K | Sell |
3,687
-604
| -14% | -$56.8K | ﹤0.01% | 834 |
|
|
2024
Q3 | $413K | Buy |
4,291
+125
| +3% | +$12K | ﹤0.01% | 781 |
|
|
2024
Q2 | $327K | Sell |
4,166
-502
| -11% | -$39.4K | ﹤0.01% | 812 |
|
|
2024
Q1 | $383K | Sell |
4,668
-3,346
| -42% | -$275K | ﹤0.01% | 796 |
|
|
2023
Q4 | $675K | Buy |
8,014
+3,885
| +94% | +$327K | 0.01% | 652 |
|
|
2023
Q3 | $333K | Sell |
4,129
-540
| -12% | -$43.5K | ﹤0.01% | 712 |
|
|
2023
Q2 | $412K | Sell |
4,669
-4,147
| -47% | -$366K | ﹤0.01% | 710 |
|
|
2023
Q1 | $836K | Buy |
8,816
+271
| +3% | +$25.7K | ﹤0.01% | 624 |
|
|
2022
Q4 | $801K | Buy |
8,545
+349
| +4% | +$32.7K | ﹤0.01% | 667 |
|
|
2022
Q3 | $733K | Sell |
8,196
-182
| -2% | -$16.3K | ﹤0.01% | 677 |
|
|
2022
Q2 | $843K | Sell |
8,378
-6,505
| -44% | -$655K | ﹤0.01% | 664 |
|
|
2022
Q1 | $1.49M | Sell |
14,883
-787
| -5% | -$78.5K | 0.01% | 581 |
|
|
2021
Q4 | $1.52M | Sell |
15,670
-2,010
| -11% | -$195K | 0.01% | 591 |
|
|
2021
Q3 | $1.56M | Sell |
17,680
-964
| -5% | -$85K | 0.01% | 573 |
|
|
2021
Q2 | $1.66M | Buy |
18,644
+860
| +5% | +$76.5K | 0.01% | 581 |
|
|
2021
Q1 | $1.66M | Sell |
17,784
-1,411
| -7% | -$132K | 0.01% | 542 |
|
|
2020
Q4 | $1.77M | Buy |
19,195
+229
| +1% | +$21.1K | 0.01% | 533 |
|
|
2020
Q3 | $1.84M | Sell |
18,966
-155
| -0.8% | -$15K | 0.01% | 522 |
|
|
2020
Q2 | $1.68M | Sell |
19,121
-3,585
| -16% | -$314K | 0.01% | 549 |
|
|
2020
Q1 | $2M | Sell |
22,706
-2,386
| -10% | -$210K | 0.02% | 492 |
|
|
2019
Q4 | $2.31M | Buy |
25,092
+12,869
| +105% | +$1.19M | 0.01% | 573 |
|
|
2019
Q3 | $1.16M | Sell |
12,223
-1,972
| -14% | -$187K | 0.01% | 700 |
|
|
2019
Q2 | $1.18M | Buy |
14,195
+1,252
| +10% | +$104K | 0.01% | 755 |
|
|
2019
Q1 | $1.02M | Buy |
12,943
+821
| +7% | +$65K | 0.01% | 764 |
|
|
2018
Q4 | $840K | Buy |
12,122
+112
| +0.9% | +$7.76K | 0.01% | 762 |
|
|
2018
Q3 | $802K | Buy |
12,010
+80
| +0.7% | +$5.34K | 0.01% | 840 |
|
|
2018
Q2 | $771K | Sell |
11,930
-1,172
| -9% | -$75.7K | 0.01% | 831 |
|
|
2018
Q1 | $822K | Buy |
13,102
+1,427
| +12% | +$89.5K | 0.01% | 820 |
|
|
2017
Q4 | $776K | Sell |
11,675
-570
| -5% | -$37.9K | 0.01% | 850 |
|
|
2017
Q3 | $769K | Buy |
12,245
+1,262
| +11% | +$79.3K | 0.01% | 842 |
|
|
2017
Q2 | $674K | Sell |
10,983
-1,378
| -11% | -$84.6K | 0.01% | 860 |
|
|
2017
Q1 | $749K | Sell |
12,361
-2,207
| -15% | -$134K | 0.01% | 822 |
|
|
2016
Q4 | $854K | Buy |
14,568
+526
| +4% | +$30.8K | 0.01% | 789 |
|
|
2016
Q3 | $841K | Buy |
14,042
+2,798
| +25% | +$168K | 0.01% | 820 |
|
|
2016
Q2 | $731K | Buy |
11,244
+6,816
| +154% | +$443K | 0.01% | 823 |
|
|
2016
Q1 | $266K | Buy |
+4,428
| New | +$266K | ﹤0.01% | 1033 |
|
|
2015
Q3 | – | Sell |
-4,727
| Closed | -$213K | – | 1321 |
|
|
2015
Q2 | $213K | Buy |
+4,727
| New | +$213K | ﹤0.01% | 1165 |
|