WAM
WFA Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
2,693
-2,372
| -47% | -$186K | 0.12% | 57 |
|
|
2025
Q1 | $416K | Buy |
5,065
+2,265
| +81% | +$186K | 0.22% | 38 |
|
|
2024
Q4 | $263K | Sell |
2,800
-289
| -9% | -$27.2K | 0.14% | 51 |
|
|
2024
Q3 | $297K | Buy |
3,089
+396
| +15% | +$38.1K | 0.16% | 42 |
|
|
2024
Q2 | $211K | Sell |
2,693
-2,372
| -47% | -$186K | 0.12% | 57 |
|
|
2024
Q1 | $416K | Buy |
5,065
+46
| +0.9% | +$3.78K | 0.22% | 38 |
|
|
2023
Q4 | $422K | Sell |
5,019
-144
| -3% | -$12.1K | 0.23% | 33 |
|
|
2023
Q3 | $416K | Buy |
5,163
+33
| +0.6% | +$2.66K | 0.25% | 32 |
|
|
2023
Q2 | $453K | Buy |
5,130
+100
| +2% | +$8.82K | 0.27% | 33 |
|
|
2023
Q1 | $477K | Buy |
5,030
+31
| +0.6% | +$2.94K | 0.29% | 34 |
|
|
2022
Q4 | $469K | Buy |
4,999
+1,582
| +46% | +$148K | 0.31% | 30 |
|
|
2022
Q3 | $306K | Sell |
3,417
-84
| -2% | -$7.51K | 0.22% | 36 |
|
|
2022
Q2 | $352K | Buy |
3,501
+12
| +0.3% | +$1.21K | 0.25% | 33 |
|
|
2022
Q1 | $348K | Buy |
3,489
+15
| +0.4% | +$1.5K | 0.23% | 32 |
|
|
2021
Q4 | $337K | Buy |
+3,474
| New | +$337K | 0.22% | 32 |
|