Winch Advisory Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $902K | Buy |
7,791
+45
| +0.6% | +$5.06K | 0.21% | 58 |
|
|
2025
Q4 | $817K | Buy |
7,746
+61
| +0.8% | +$6.75K | 0.18% | 58 |
|
|
2025
Q3 | $881K | Buy |
7,685
+64
| +0.8% | +$6.94K | 0.2% | 56 |
|
|
2025
Q2 | $794K | Buy |
7,621
+63
| +0.8% | +$6.7K | 0.19% | 53 |
|
|
2025
Q1 | $824K | Sell |
7,558
-6
| -0.1% | -$613 | 0.22% | 51 |
|
|
2024
Q4 | $711K | Buy |
7,564
+24
| +0.3% | +$2.33K | 0.19% | 56 |
|
|
2024
Q3 | $725K | Buy |
7,540
+67
| +0.9% | +$5.94K | 0.2% | 52 |
|
|
2024
Q2 | $586K | Buy |
7,473
+39
| +0.5% | +$3.17K | 0.17% | 55 |
|
|
2024
Q1 | $610K | Buy |
7,434
+76
| +1% | +$6.11K | 0.19% | 51 |
|
|
2023
Q4 | $619K | Buy |
7,358
+443
| +6% | +$36.5K | 0.21% | 51 |
|
|
2023
Q3 | $557K | Buy |
6,915
+62
| +0.9% | +$5.39K | 0.2% | 51 |
|
|
2023
Q2 | $605K | Buy |
6,853
+58
| +0.9% | +$5.36K | 0.22% | 49 |
|
|
2023
Q1 | $644K | Sell |
6,795
-6
| -0.1% | -$556 | 0.25% | 49 |
|
|
2022
Q4 | $638K | Sell |
6,801
-94
| -1% | -$8.69K | 0.27% | 47 |
|
|
2022
Q3 | $617K | Buy |
6,895
+48
| +0.7% | +$4.9K | 0.27% | 46 |
|
|
2022
Q2 | $689K | Buy |
6,847
+39
| +0.6% | +$3.95K | 0.28% | 44 |
|
|
2022
Q1 | $679K | Buy |
6,808
+23
| +0.3% | +$2.17K | 0.24% | 47 |
|
|
2021
Q4 | $659K | Buy |
6,785
+45
| +0.7% | +$4.11K | 0.22% | 49 |
|
|
2021
Q3 | $594K | Buy |
6,740
+42
| +0.6% | +$3.94K | 0.21% | 50 |
|
|
2021
Q2 | $596K | Buy |
6,698
+42
| +0.6% | +$3.96K | 0.21% | 49 |
|
|
2021
Q1 | $623K | Sell |
6,656
-293
| -4% | -$25.5K | 0.25% | 49 |
|
|
2020
Q4 | $640K | Sell |
6,949
-109
| -2% | -$10.6K | 0.27% | 45 |
|
|
2020
Q3 | $684K | Buy |
7,058
+185
| +3% | +$17.2K | 0.29% | 39 |
|
|
2020
Q2 | $602K | Buy |
6,873
+51
| +0.7% | +$4.6K | 0.29% | 42 |
|
|
2020
Q1 | $601K | Buy |
6,822
+35
| +0.5% | +$3.37K | 0.3% | 33 |
|
|
2019
Q4 | $626K | Buy |
6,787
+73
| +1% | +$6.66K | 0.3% | 47 |
|
|
2019
Q3 | $638K | Buy |
6,714
+33
| +0.5% | +$2.97K | 0.33% | 39 |
|
|
2019
Q2 | $557K | Buy |
6,681
+56
| +0.8% | +$4.49K | 0.29% | 41 |
|
|
2019
Q1 | $524K | Buy |
6,625
+42
| +0.6% | +$3.12K | 0.29% | 48 |
|
|
2018
Q4 | $456K | Buy |
6,583
+134
| +2% | +$9.41K | 0.25% | 47 |
|
|
2018
Q3 | $431K | Buy |
6,449
+41
| +0.6% | +$2.73K | 0.22% | 58 |
|
|
2018
Q2 | $414K | Sell |
6,408
-444
| -6% | -$27.6K | 0.22% | 66 |
|
|
2018
Q1 | $430K | Sell |
6,852
-683
| -9% | -$42.4K | 0.25% | 59 |
|
|
2017
Q4 | $501K | Sell |
7,535
-96
| -1% | -$6.44K | 0.3% | 48 |
|
|
2017
Q3 | $479K | Buy |
7,631
+51
| +0.7% | +$3.25K | 0.31% | 48 |
|
|
2017
Q2 | $465K | Buy |
7,580
+976
| +15% | +$60.3K | 0.29% | 51 |
|
|
2017
Q1 | $400K | Buy |
6,604
+126
| +2% | +$7.43K | 0.25% | 56 |
|
|
2016
Q4 | $380K | Buy |
6,478
+340
| +6% | +$19.5K | 0.26% | 52 |
|
|
2016
Q3 | $368K | Buy |
6,138
+50
| +0.8% | +$3.12K | 0.3% | 54 |
|
|
2016
Q2 | $398K | Buy |
6,088
+50
| +0.8% | +$3.01K | 0.48% | 31 |
|
|
2016
Q1 | $363K | Sell |
6,038
-57
| -0.9% | -$3.19K | 0.59% | 21 |
|
|
2015
Q4 | $313K | Sell |
6,095
-390
| -6% | -$19.9K | 0.35% | 25 |
|
|
2015
Q3 | $339K | Buy |
6,485
+32
| +0.5% | +$1.56K | 0.5% | 29 |
|
|
2015
Q2 | $290K | Buy |
6,453
+5,322
| +471% | +$256K | 0.16% | 87 |
|
|
2015
Q1 | $56K | Buy |
+1,131
| New | +$59.1K | 0.03% | 79 |
|
|
2014
Q4 | – | Sell |
-1,112
| Closed | -$48K | – | 176 |
|
|
2014
Q3 | $48K | Buy |
1,112
+9
| +0.8% | +$400 | 0.03% | 75 |
|
|
2014
Q2 | $52K | Buy |
1,103
+9
| +0.8% | +$418 | 0.03% | 90 |
|
|
2014
Q1 | $51K | Buy |
+1,094
| New | +$47.1K | 0.03% | 104 |
|
Other funds holding WEC
VCM
VPM
