Valmark Advisers’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 | $970K | Sell |
9,308
-118
| -1% | -$12.3K | 0.01% | 338 |
|
|
2025
Q1 | $1.03M | Buy |
9,426
+211
| +2% | +$23K | 0.02% | 302 |
|
|
2024
Q4 | $867K | Buy |
9,215
+485
| +6% | +$45.6K | 0.01% | 329 |
|
|
2024
Q3 | $840K | Sell |
8,730
-204
| -2% | -$19.6K | 0.01% | 333 |
|
|
2024
Q2 | $701K | Sell |
8,934
-97
| -1% | -$7.61K | 0.01% | 339 |
|
|
2024
Q1 | $742K | Sell |
9,031
-187
| -2% | -$15.4K | 0.01% | 314 |
|
|
2023
Q4 | $776K | Sell |
9,218
-1,322
| -13% | -$111K | 0.01% | 289 |
|
|
2023
Q3 | $849K | Sell |
10,540
-26
| -0.2% | -$2.09K | 0.02% | 243 |
|
|
2023
Q2 | $932K | Sell |
10,566
-53
| -0.5% | -$4.68K | 0.02% | 237 |
|
|
2023
Q1 | $1.01M | Sell |
10,619
-105
| -1% | -$9.95K | 0.02% | 222 |
|
|
2022
Q4 | $1.01M | Sell |
10,724
-77
| -0.7% | -$7.22K | 0.02% | 212 |
|
|
2022
Q3 | $966K | Buy |
10,801
+211
| +2% | +$18.9K | 0.02% | 193 |
|
|
2022
Q2 | $1.07M | Buy |
10,590
+2
| +0% | +$201 | 0.02% | 185 |
|
|
2022
Q1 | $1.06M | Buy |
10,588
+102
| +1% | +$10.2K | 0.02% | 202 |
|
|
2021
Q4 | $1.02M | Sell |
10,486
-566
| -5% | -$54.9K | 0.02% | 193 |
|
|
2021
Q3 | $975K | Buy |
11,052
+12
| +0.1% | +$1.06K | 0.02% | 182 |
|
|
2021
Q2 | $982K | Buy |
11,040
+390
| +4% | +$34.7K | 0.02% | 187 |
|
|
2021
Q1 | $997K | Buy |
10,650
+342
| +3% | +$32K | 0.02% | 180 |
|
|
2020
Q4 | $949K | Buy |
10,308
+6,295
| +157% | +$580K | 0.02% | 171 |
|
|
2020
Q3 | $389K | Sell |
4,013
-33
| -0.8% | -$3.2K | 0.01% | 201 |
|
|
2020
Q2 | $355K | Sell |
4,046
-226
| -5% | -$19.8K | 0.01% | 199 |
|
|
2020
Q1 | $376K | Buy |
4,272
+293
| +7% | +$25.8K | 0.01% | 164 |
|
|
2019
Q4 | $367K | Sell |
3,979
-192
| -5% | -$17.7K | 0.01% | 168 |
|
|
2019
Q3 | $397K | Buy |
+4,171
| New | +$397K | 0.01% | 168 |
|