Wealthspire Advisors (New York)’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 | $1.03M | Sell |
9,928
-340
| -3% | -$35.4K | 0.01% | 378 |
|
|
2025
Q1 | $1.12M | Buy |
10,268
+741
| +8% | +$80.8K | 0.01% | 361 |
|
|
2024
Q4 | $896K | Buy |
9,527
+327
| +4% | +$30.8K | 0.01% | 391 |
|
|
2024
Q3 | $885K | Sell |
9,200
-558
| -6% | -$53.7K | 0.01% | 392 |
|
|
2024
Q2 | $766K | Buy |
9,758
+975
| +11% | +$76.5K | 0.01% | 355 |
|
|
2024
Q1 | $721K | Sell |
8,783
-305
| -3% | -$25K | 0.01% | 361 |
|
|
2023
Q4 | $765K | Sell |
9,088
-1,786
| -16% | -$150K | 0.01% | 353 |
|
|
2023
Q3 | $876K | Buy |
10,874
+2,066
| +23% | +$166K | 0.01% | 296 |
|
|
2023
Q2 | $777K | Sell |
8,808
-4,242
| -33% | -$374K | 0.01% | 296 |
|
|
2023
Q1 | $1.24M | Buy |
13,050
+4,424
| +51% | +$419K | 0.02% | 214 |
|
|
2022
Q4 | $809K | Buy |
8,626
+74
| +0.9% | +$6.94K | 0.01% | 298 |
|
|
2022
Q3 | $765K | Buy |
8,552
+1,626
| +23% | +$145K | 0.02% | 269 |
|
|
2022
Q2 | $697K | Buy |
6,926
+3,647
| +111% | +$367K | 0.01% | 268 |
|
|
2022
Q1 | $327K | Sell |
3,279
-3,301
| -50% | -$329K | 0.01% | 336 |
|
|
2021
Q4 | $639K | Sell |
6,580
-2,034
| -24% | -$198K | 0.01% | 279 |
|
|
2021
Q3 | $760K | Sell |
8,614
-3,498
| -29% | -$309K | 0.02% | 287 |
|
|
2021
Q2 | $1.08M | Sell |
12,112
-3,600
| -23% | -$320K | 0.03% | 155 |
|
|
2021
Q1 | $1.47M | Buy |
15,712
+1,519
| +11% | +$142K | 0.03% | 210 |
|
|
2020
Q4 | $1.31M | Buy |
14,193
+11,732
| +477% | +$1.08M | 0.04% | 176 |
|
|
2020
Q3 | $238K | Buy |
+2,461
| New | +$238K | 0.01% | 267 |
|
|
2020
Q2 | – | Sell |
-17,812
| Closed | -$1.57M | – | 531 |
|
|
2020
Q1 | $1.57M | Buy |
+17,812
| New | +$1.57M | 0.07% | 147 |
|
|
2019
Q1 | – | Sell |
-314
| Closed | -$22K | – | 793 |
|
|
2018
Q4 | $22K | Buy |
+314
| New | +$22K | ﹤0.01% | 321 |
|