Vestmark Advisory Solutions’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 | $757K | Sell |
7,263
-6,383
| -47% | -$665K | 0.01% | 549 |
|
|
2025
Q1 | $1.49M | Buy |
13,646
+7,082
| +108% | +$772K | 0.04% | 352 |
|
|
2024
Q4 | $617K | Sell |
6,564
-127
| -2% | -$11.9K | 0.02% | 383 |
|
|
2024
Q3 | $644K | Sell |
6,691
-44
| -0.7% | -$4.23K | 0.02% | 354 |
|
|
2024
Q2 | $528K | Buy |
6,735
+33
| +0.5% | +$2.59K | 0.02% | 394 |
|
|
2024
Q1 | $550K | Buy |
6,702
+105
| +2% | +$8.62K | 0.02% | 379 |
|
|
2023
Q4 | $555K | Sell |
6,597
-423
| -6% | -$35.6K | 0.03% | 332 |
|
|
2023
Q3 | $565K | Sell |
7,020
-3,062
| -30% | -$247K | 0.04% | 283 |
|
|
2023
Q2 | $890K | Buy |
10,082
+82
| +0.8% | +$7.24K | 0.03% | 479 |
|
|
2023
Q1 | $948K | Sell |
10,000
-375
| -4% | -$35.5K | 0.04% | 448 |
|
|
2022
Q4 | $973K | Buy |
10,375
+564
| +6% | +$52.9K | 0.05% | 421 |
|
|
2022
Q3 | $878K | Buy |
9,811
+1,776
| +22% | +$159K | 0.05% | 414 |
|
|
2022
Q2 | $809K | Buy |
8,035
+3,406
| +74% | +$343K | 0.05% | 420 |
|
|
2022
Q1 | $462K | Buy |
4,629
+24
| +0.5% | +$2.4K | 0.03% | 561 |
|
|
2021
Q4 | $447K | Buy |
4,605
+71
| +2% | +$6.89K | 0.03% | 572 |
|
|
2021
Q3 | $400K | Sell |
4,534
-2,339
| -34% | -$206K | 0.03% | 573 |
|
|
2021
Q2 | $611K | Sell |
6,873
-2,562
| -27% | -$228K | 0.04% | 426 |
|
|
2021
Q1 | $883K | Sell |
9,435
-721
| -7% | -$67.5K | 0.08% | 321 |
|
|
2020
Q4 | $935K | Buy |
10,156
+304
| +3% | +$28K | 0.1% | 250 |
|
|
2020
Q3 | $955K | Buy |
9,852
+265
| +3% | +$25.7K | 0.13% | 218 |
|
|
2020
Q2 | $840K | Buy |
9,587
+612
| +7% | +$53.6K | 0.13% | 221 |
|
|
2020
Q1 | $791K | Sell |
8,975
-1,866
| -17% | -$164K | 0.15% | 188 |
|
|
2019
Q4 | $1M | Buy |
10,841
+817
| +8% | +$75.4K | 0.21% | 150 |
|
|
2019
Q3 | $953K | Sell |
10,024
-2,792
| -22% | -$265K | 0.15% | 188 |
|
|
2019
Q2 | $1.07M | Sell |
12,816
-8,431
| -40% | -$703K | 0.18% | 169 |
|
|
2019
Q1 | $1.68M | Buy |
+21,247
| New | +$1.68M | 0.3% | 95 |
|