Wealth Enhancement Advisory Services’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
278,401
+33,385
| +14% | +$3.48M | 0.05% | 323 |
|
|
2025
Q1 | $26.7M | Buy |
245,016
+34,986
| +17% | +$3.81M | 0.05% | 329 |
|
|
2024
Q4 | $19.8M | Buy |
210,030
+11,684
| +6% | +$1.1M | 0.04% | 373 |
|
|
2024
Q3 | $19.1M | Buy |
198,346
+43,799
| +28% | +$4.21M | 0.04% | 363 |
|
|
2024
Q2 | $12.1M | Buy |
154,547
+6,897
| +5% | +$541K | 0.03% | 434 |
|
|
2024
Q1 | $12.1M | Buy |
147,650
+15,546
| +12% | +$1.28M | 0.03% | 422 |
|
|
2023
Q4 | $11.1M | Buy |
132,104
+2,971
| +2% | +$250K | 0.03% | 409 |
|
|
2023
Q3 | $10.4M | Buy |
129,133
+113,860
| +745% | +$9.17M | 0.03% | 397 |
|
|
2023
Q2 | $1.35M | Buy |
15,273
+539
| +4% | +$47.6K | 0.01% | 238 |
|
|
2023
Q1 | $1.4M | Buy |
+14,734
| New | +$1.4M | 0.02% | 267 |
|
|
2022
Q3 | – | Sell |
-36,783
| Closed | -$3.66M | – | 385 |
|
|
2022
Q2 | $3.66M | Buy |
36,783
+34,459
| +1,483% | +$3.43M | 0.05% | 158 |
|
|
2022
Q1 | $234K | Buy |
2,324
+1
| +0% | +$101 | ﹤0.01% | 301 |
|
|
2021
Q4 | $224K | Sell |
2,323
-15,346
| -87% | -$1.48M | ﹤0.01% | 287 |
|
|
2021
Q3 | $1.6M | Sell |
17,669
-16,337
| -48% | -$1.48M | 0.02% | 161 |
|
|
2021
Q2 | $3.22M | Sell |
34,006
-28,650
| -46% | -$2.71M | 0.05% | 125 |
|
|
2021
Q1 | $5.88M | Buy |
62,656
+1,586
| +3% | +$149K | 0.11% | 86 |
|
|
2020
Q4 | $5.42M | Buy |
61,070
+58,428
| +2,212% | +$5.18M | 0.12% | 70 |
|
|
2020
Q3 | $264K | Hold |
2,642
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $247K | Buy |
2,642
+52
| +2% | +$4.86K | 0.01% | 201 |
|
|
2020
Q1 | $245K | Buy |
2,590
+400
| +18% | +$37.8K | 0.01% | 205 |
|
|
2019
Q4 | $202K | Buy |
+2,190
| New | +$202K | 0.01% | 205 |
|
|
2016
Q3 | – | Sell |
-32,089
| Closed | -$2.1M | – | 184 |
|
|
2016
Q2 | $2.1M | Buy |
32,089
+3,340
| +12% | +$218K | 0.38% | 35 |
|
|
2016
Q1 | $1.71M | Sell |
28,749
-1,573
| -5% | -$93.6K | 0.35% | 37 |
|
|
2015
Q4 | $1.56M | Buy |
30,322
+4,677
| +18% | +$240K | 0.39% | 44 |
|
|
2015
Q3 | $1.35M | Buy |
25,645
+935
| +4% | +$49K | 0.41% | 46 |
|
|
2015
Q2 | $1.11M | Buy |
24,710
+5,268
| +27% | +$237K | 0.34% | 45 |
|
|
2015
Q1 | $962K | Buy |
19,442
+2,422
| +14% | +$120K | 0.37% | 48 |
|
|
2014
Q4 | $898K | Buy |
+17,020
| New | +$898K | 0.35% | 45 |
|