Wealth Architects’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 | $1.01M | Sell |
9,692
-44
| -0.5% | -$4.59K | 0.1% | 92 |
|
|
2025
Q1 | $1.06M | Buy |
9,736
+4,988
| +105% | +$544K | 0.12% | 85 |
|
|
2024
Q4 | $447K | Hold |
4,748
| – | – | 0.05% | 132 |
|
|
2024
Q3 | $457K | Hold |
4,748
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $373K | Sell |
4,748
-382
| -7% | -$30K | 0.05% | 144 |
|
|
2024
Q1 | $421K | Sell |
5,130
-18
| -0.3% | -$1.48K | 0.06% | 131 |
|
|
2023
Q4 | $433K | Hold |
5,148
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $415K | Buy |
5,148
+18
| +0.4% | +$1.45K | 0.07% | 121 |
|
|
2023
Q2 | $453K | Buy |
5,130
+366
| +8% | +$32.3K | 0.07% | 122 |
|
|
2023
Q1 | $452K | Hold |
4,764
| – | – | 0.08% | 116 |
|
|
2022
Q4 | $447K | Sell |
4,764
-156
| -3% | -$14.6K | 0.08% | 112 |
|
|
2022
Q3 | $440K | Sell |
4,920
-27
| -0.5% | -$2.42K | 0.09% | 99 |
|
|
2022
Q2 | $498K | Hold |
4,947
| – | – | 0.1% | 101 |
|
|
2022
Q1 | $494K | Buy |
4,947
+2
| +0% | +$200 | 0.08% | 115 |
|
|
2021
Q4 | $480K | Buy |
4,945
+59
| +1% | +$5.73K | 0.08% | 113 |
|
|
2021
Q3 | $431K | Sell |
4,886
-17
| -0.3% | -$1.5K | 0.08% | 110 |
|
|
2021
Q2 | $436K | Buy |
4,903
+144
| +3% | +$12.8K | 0.09% | 102 |
|
|
2021
Q1 | $445K | Sell |
4,759
-19
| -0.4% | -$1.78K | 0.1% | 89 |
|
|
2020
Q4 | $440K | Buy |
4,778
+6
| +0.1% | +$553 | 0.1% | 87 |
|
|
2020
Q3 | $462K | Sell |
4,772
-5
| -0.1% | -$484 | 0.13% | 74 |
|
|
2020
Q2 | $419K | Buy |
4,777
+8
| +0.2% | +$702 | 0.12% | 79 |
|
|
2020
Q1 | $420K | Sell |
4,769
-44
| -0.9% | -$3.88K | 0.15% | 71 |
|
|
2019
Q4 | $444K | Buy |
4,813
+32
| +0.7% | +$2.95K | 0.12% | 74 |
|
|
2019
Q3 | $455K | Sell |
4,781
-3
| -0.1% | -$286 | 0.14% | 64 |
|
|
2019
Q2 | $399K | Buy |
4,784
+4
| +0.1% | +$334 | 0.12% | 75 |
|
|
2019
Q1 | $378K | Buy |
4,780
+3
| +0.1% | +$237 | 0.12% | 76 |
|
|
2018
Q4 | $331K | Sell |
4,777
-25
| -0.5% | -$1.73K | 0.12% | 77 |
|
|
2018
Q3 | $321K | Buy |
4,802
+25
| +0.5% | +$1.67K | 0.1% | 94 |
|
|
2018
Q2 | $309K | Buy |
4,777
+3
| +0.1% | +$194 | 0.1% | 86 |
|
|
2018
Q1 | $299K | Sell |
4,774
-984
| -17% | -$61.6K | 0.1% | 87 |
|
|
2017
Q4 | $383K | Hold |
5,758
| – | – | 0.13% | 77 |
|
|
2017
Q3 | $361K | Hold |
5,758
| – | – | 0.13% | 82 |
|
|
2017
Q2 | $353K | Buy |
5,758
+3
| +0.1% | +$184 | 0.13% | 80 |
|
|
2017
Q1 | $349K | Buy |
5,755
+2
| +0% | +$121 | 0.14% | 77 |
|
|
2016
Q4 | $337K | Buy |
5,753
+21
| +0.4% | +$1.23K | 0.15% | 78 |
|
|
2016
Q3 | $343K | Sell |
5,732
-14
| -0.2% | -$838 | 0.16% | 77 |
|
|
2016
Q2 | $375K | Buy |
5,746
+987
| +21% | +$64.4K | 0.18% | 73 |
|
|
2016
Q1 | $286K | Buy |
4,759
+3
| +0.1% | +$180 | 0.14% | 89 |
|
|
2015
Q4 | $244K | Hold |
4,756
| – | – | 0.12% | 101 |
|
|
2015
Q3 | $248K | Hold |
4,756
| – | – | 0.13% | 96 |
|
|
2015
Q2 | $214K | Buy |
+4,756
| New | +$214K | 0.12% | 110 |
|