USA Financial Formulas’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 | $268K | Buy |
+2,569
| New | +$268K | 0.05% | 108 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$441 | – | 549 |
|
|
2023
Q2 | $441 | Hold |
5
| – | – | ﹤0.01% | 441 |
|
|
2023
Q1 | $474 | Buy |
+5
| New | +$474 | ﹤0.01% | 367 |
|
|
2022
Q3 | $1.03M | Buy |
11,530
+11,525
| +230,500% | +$1.03M | 1.62% | 33 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 311 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 499 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 492 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 423 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 368 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 337 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 316 |
|
|
2019
Q4 | $0 | Sell |
5
-29,403
| -100% | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $2.8M | Buy |
29,408
+5,011
| +21% | +$477K | 1.09% | 49 |
|
|
2019
Q2 | $1.93M | Buy |
24,397
+5,957
| +32% | +$471K | 0.97% | 29 |
|
|
2019
Q1 | $1.46M | Buy |
+18,440
| New | +$1.46M | 0.92% | 27 |
|
|
2016
Q4 | – | Sell |
-43,550
| Closed | -$2.61M | – | 358 |
|
|
2016
Q3 | $2.61M | Buy |
43,550
+812
| +2% | +$48.6K | 0.67% | 55 |
|
|
2016
Q2 | $2.79M | Buy |
+42,738
| New | +$2.79M | 0.77% | 44 |
|