Virtus Investment 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 | $172K | Buy |
1,647
+61
| +4% | +$6.36K | 0.06% | 272 |
|
|
2025
Q1 | $173K | Buy |
+1,586
| New | +$173K | 0.05% | 281 |
|
|
2023
Q2 | – | Sell |
-1,697
| Closed | -$161K | – | 300 |
|
|
2023
Q1 | $161K | Hold |
1,697
| – | – | 0.11% | 211 |
|
|
2022
Q4 | $159K | Hold |
1,697
| – | – | 0.11% | 218 |
|
|
2022
Q3 | $152K | Buy |
+1,697
| New | +$152K | 0.07% | 241 |
|
|
2017
Q4 | – | Sell |
-18,885
| Closed | -$1.19M | – | 532 |
|
|
2017
Q3 | $1.19M | Sell |
18,885
-2,943
| -13% | -$185K | 0.12% | 199 |
|
|
2017
Q2 | $1.34M | Buy |
21,828
+13,701
| +169% | +$841K | 0.13% | 193 |
|
|
2017
Q1 | $493K | Sell |
8,127
-15,750
| -66% | -$955K | 0.04% | 328 |
|
|
2016
Q4 | $1.4M | Sell |
23,877
-34,418
| -59% | -$2.02M | 0.11% | 230 |
|
|
2016
Q3 | $3.49M | Buy |
+58,295
| New | +$3.49M | 0.22% | 156 |
|