WPA
West Paces Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
4,191
-101
| -2% | -$10.5K | 0.09% | 97 |
|
|
2025
Q1 | $468K | Sell |
4,292
-126
| -3% | -$13.7K | 0.11% | 90 |
|
|
2024
Q4 | $416K | Buy |
4,418
+160
| +4% | +$15K | 0.1% | 95 |
|
|
2024
Q3 | $410K | Sell |
4,258
-279
| -6% | -$26.8K | 0.1% | 100 |
|
|
2024
Q2 | $356K | Sell |
4,537
-97
| -2% | -$7.61K | 0.09% | 102 |
|
|
2024
Q1 | $381K | Sell |
4,634
-53
| -1% | -$4.35K | 0.1% | 98 |
|
|
2023
Q4 | $395K | Sell |
4,687
-473
| -9% | -$39.8K | 0.11% | 91 |
|
|
2023
Q3 | $416K | Sell |
5,160
-265
| -5% | -$21.3K | 0.13% | 79 |
|
|
2023
Q2 | $479K | Sell |
5,425
-21
| -0.4% | -$1.85K | 0.14% | 81 |
|
|
2023
Q1 | $516K | Sell |
5,446
-110
| -2% | -$10.4K | 0.16% | 78 |
|
|
2022
Q4 | $521K | Sell |
5,556
-16
| -0.3% | -$1.5K | 0.17% | 79 |
|
|
2022
Q3 | $498K | Sell |
5,572
-156
| -3% | -$14K | 0.18% | 79 |
|
|
2022
Q2 | $576K | Sell |
5,728
-5
| -0.1% | -$503 | 0.2% | 73 |
|
|
2022
Q1 | $572K | Sell |
5,733
-97
| -2% | -$9.68K | 0.18% | 80 |
|
|
2021
Q4 | $566K | Sell |
5,830
-246
| -4% | -$23.9K | 0.18% | 80 |
|
|
2021
Q3 | $536K | Sell |
6,076
-640
| -10% | -$56.4K | 0.19% | 77 |
|
|
2021
Q2 | $597K | Sell |
6,716
-279
| -4% | -$24.8K | 0.22% | 73 |
|
|
2021
Q1 | $655K | Sell |
6,995
-581
| -8% | -$54.4K | 0.26% | 65 |
|
|
2020
Q4 | $697K | Sell |
7,576
-235
| -3% | -$21.6K | 0.31% | 60 |
|
|
2020
Q3 | $757K | Sell |
7,811
-22
| -0.3% | -$2.13K | 0.39% | 52 |
|
|
2020
Q2 | $687K | Sell |
7,833
-38
| -0.5% | -$3.33K | 0.37% | 55 |
|
|
2020
Q1 | $694K | Sell |
7,871
-1,673
| -18% | -$147K | 0.44% | 43 |
|
|
2019
Q4 | $880K | Sell |
9,544
-194
| -2% | -$17.9K | 0.48% | 45 |
|
|
2019
Q3 | $926K | Sell |
9,738
-155
| -2% | -$14.7K | 0.55% | 40 |
|
|
2019
Q2 | $825K | Sell |
9,893
-1,436
| -13% | -$120K | 0.52% | 42 |
|
|
2019
Q1 | $896K | Buy |
11,329
+20
| +0.2% | +$1.58K | 0.63% | 34 |
|
|
2018
Q4 | $783K | Sell |
11,309
-82
| -0.7% | -$5.68K | 0.6% | 42 |
|
|
2018
Q3 | $760K | Sell |
11,391
-2,351
| -17% | -$157K | 0.55% | 44 |
|
|
2018
Q2 | $888K | Buy |
13,742
+236
| +2% | +$15.3K | 0.66% | 30 |
|
|
2018
Q1 | $847K | Buy |
13,506
+182
| +1% | +$11.4K | 0.63% | 32 |
|
|
2017
Q4 | $885K | Sell |
13,324
-357
| -3% | -$23.7K | 0.66% | 36 |
|
|
2017
Q3 | $859K | Sell |
13,681
-625
| -4% | -$39.2K | 0.65% | 36 |
|
|
2017
Q2 | $878K | Sell |
14,306
-90
| -0.6% | -$5.52K | 0.7% | 31 |
|
|
2017
Q1 | $873K | Buy |
14,396
+2,061
| +17% | +$125K | 0.7% | 34 |
|
|
2016
Q4 | $723K | Buy |
+12,335
| New | +$723K | 0.68% | 34 |
|