Wealth Alliance’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 | $1.51M | Buy |
14,525
+118
| +0.8% | +$12.3K | 0.17% | 122 |
|
|
2025
Q1 | $1.57M | Buy |
14,407
+317
| +2% | +$34.5K | 0.19% | 105 |
|
|
2024
Q4 | $1.33M | Buy |
14,090
+110
| +0.8% | +$10.3K | 0.16% | 126 |
|
|
2024
Q3 | $1.34M | Buy |
13,980
+4,818
| +53% | +$463K | 0.16% | 127 |
|
|
2024
Q2 | $719K | Buy |
9,162
+781
| +9% | +$61.3K | 0.09% | 193 |
|
|
2024
Q1 | $688K | Sell |
8,381
-1,042
| -11% | -$85.6K | 0.09% | 214 |
|
|
2023
Q4 | $793K | Sell |
9,423
-500
| -5% | -$42.1K | 0.11% | 182 |
|
|
2023
Q3 | $799K | Buy |
9,923
+95
| +1% | +$7.65K | 0.13% | 170 |
|
|
2023
Q2 | $867K | Sell |
9,828
-49
| -0.5% | -$4.32K | 0.13% | 164 |
|
|
2023
Q1 | $936K | Buy |
9,877
+181
| +2% | +$17.2K | 0.15% | 146 |
|
|
2022
Q4 | $909K | Sell |
9,696
-14
| -0.1% | -$1.31K | 0.16% | 146 |
|
|
2022
Q3 | $869K | Buy |
9,710
+89
| +0.9% | +$7.97K | 0.17% | 132 |
|
|
2022
Q2 | $969K | Sell |
9,621
-294
| -3% | -$29.6K | 0.19% | 127 |
|
|
2022
Q1 | $990K | Buy |
9,915
+310
| +3% | +$31K | 0.2% | 117 |
|
|
2021
Q4 | $932K | Buy |
9,605
+1,933
| +25% | +$188K | 0.19% | 120 |
|
|
2021
Q3 | $677K | Buy |
7,672
+50
| +0.7% | +$4.41K | 0.15% | 151 |
|
|
2021
Q2 | $678K | Buy |
7,622
+1,391
| +22% | +$124K | 0.16% | 151 |
|
|
2021
Q1 | $583K | Sell |
6,231
-1,266
| -17% | -$118K | 0.16% | 150 |
|
|
2020
Q4 | $690K | Buy |
7,497
+407
| +6% | +$37.5K | 0.2% | 130 |
|
|
2020
Q3 | $687K | Buy |
7,090
+296
| +4% | +$28.7K | 0.25% | 105 |
|
|
2020
Q2 | $595K | Sell |
6,794
-303
| -4% | -$26.5K | 0.24% | 111 |
|
|
2020
Q1 | $625K | Buy |
+7,097
| New | +$625K | 0.34% | 86 |
|