Wealthfront Advisers’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
113,245
+31,852
| +39% | +$3.32M | 0.03% | 196 |
|
|
2025
Q1 | $8.87M | Buy |
81,393
+12,242
| +18% | +$1.33M | 0.02% | 224 |
|
|
2024
Q4 | $6.5M | Buy |
69,151
+40,666
| +143% | +$3.82M | 0.02% | 259 |
|
|
2024
Q3 | $2.74M | Buy |
28,485
+4,632
| +19% | +$446K | 0.01% | 430 |
|
|
2024
Q2 | $1.87M | Buy |
23,853
+905
| +4% | +$71K | 0.01% | 501 |
|
|
2024
Q1 | $1.88M | Buy |
22,948
+1,296
| +6% | +$106K | 0.01% | 494 |
|
|
2023
Q4 | $1.82M | Sell |
21,652
-1,418
| -6% | -$119K | 0.01% | 479 |
|
|
2023
Q3 | $1.86M | Sell |
23,070
-3,774
| -14% | -$304K | 0.01% | 432 |
|
|
2023
Q2 | $2.37M | Buy |
26,844
+3,900
| +17% | +$344K | 0.01% | 386 |
|
|
2023
Q1 | $2.17M | Sell |
22,944
-26,959
| -54% | -$2.56M | 0.01% | 393 |
|
|
2022
Q4 | $4.68M | Sell |
49,903
-13,185
| -21% | -$1.24M | 0.02% | 211 |
|
|
2022
Q3 | $5.64M | Sell |
63,088
-2,387
| -4% | -$213K | 0.03% | 156 |
|
|
2022
Q2 | $6.59M | Sell |
65,475
-28,148
| -30% | -$2.83M | 0.03% | 146 |
|
|
2022
Q1 | $9.34M | Buy |
93,623
+37,701
| +67% | +$3.76M | 0.04% | 108 |
|
|
2021
Q4 | $5.43M | Buy |
55,922
+9,736
| +21% | +$945K | 0.02% | 180 |
|
|
2021
Q3 | $4.07M | Buy |
46,186
+8,789
| +24% | +$775K | 0.02% | 191 |
|
|
2021
Q2 | $3.33M | Buy |
37,397
+13,053
| +54% | +$1.16M | 0.02% | 194 |
|
|
2021
Q1 | $2.28M | Sell |
24,344
-599
| -2% | -$56.1K | 0.01% | 235 |
|
|
2020
Q4 | $2.3M | Sell |
24,943
-426
| -2% | -$39.2K | 0.01% | 191 |
|
|
2020
Q3 | $2.46M | Sell |
25,369
-2,167
| -8% | -$210K | 0.02% | 147 |
|
|
2020
Q2 | $2.41M | Sell |
27,536
-6,956
| -20% | -$610K | 0.02% | 133 |
|
|
2020
Q1 | $3.04M | Buy |
34,492
+9,274
| +37% | +$817K | 0.03% | 97 |
|
|
2019
Q4 | $2.33M | Sell |
25,218
-1,714
| -6% | -$158K | 0.02% | 150 |
|
|
2019
Q3 | $2.56M | Buy |
26,932
+3,066
| +13% | +$292K | 0.02% | 132 |
|
|
2019
Q2 | $1.99M | Buy |
23,866
+25
| +0.1% | +$2.09K | 0.02% | 159 |
|
|
2019
Q1 | $1.89M | Buy |
23,841
+3,790
| +19% | +$300K | 0.02% | 154 |
|
|
2018
Q4 | $1.39M | Buy |
+20,051
| New | +$1.39M | 0.01% | 185 |
|