Waverly 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 | $543K | Buy |
5,213
+58
| +1% | +$6.04K | 0.01% | 775 |
|
|
2025
Q1 | $562K | Buy |
5,155
+324
| +7% | +$35.3K | 0.01% | 740 |
|
|
2024
Q4 | $454K | Buy |
4,831
+582
| +14% | +$54.7K | 0.01% | 702 |
|
|
2024
Q3 | $409K | Sell |
4,249
-122
| -3% | -$11.7K | 0.01% | 615 |
|
|
2024
Q2 | $343K | Buy |
4,371
+883
| +25% | +$69.3K | 0.01% | 636 |
|
|
2024
Q1 | $286K | Buy |
+3,488
| New | +$286K | 0.01% | 586 |
|
|
2018
Q4 | – | Sell |
-3,484
| Closed | -$233K | – | 196 |
|
|
2018
Q3 | $233K | Hold |
3,484
| – | – | 0.03% | 165 |
|
|
2018
Q2 | $225K | Hold |
3,484
| – | – | 0.04% | 164 |
|
|
2018
Q1 | $218K | Buy |
3,484
+3,153
| +953% | +$197K | 0.04% | 163 |
|
|
2017
Q4 | $22K | Buy |
+331
| New | +$22K | ﹤0.01% | 284 |
|
|
2014
Q4 | – | Sell |
-2,828
| Closed | -$122K | – | 681 |
|
|
2014
Q3 | $122K | Buy |
2,828
+923
| +48% | +$39.8K | 0.07% | 117 |
|
|
2014
Q2 | $89K | Hold |
1,905
| – | – | 0.04% | 161 |
|
|
2014
Q1 | $89K | Hold |
1,905
| – | – | 0.04% | 159 |
|
|
2013
Q4 | $79K | Buy |
+1,905
| New | +$79K | 0.03% | 270 |
|