Zacks Investment Management’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 | $327K | Buy |
3,143
+13
| +0.4% | +$1.35K | ﹤0.01% | 542 |
|
|
2025
Q1 | $341K | Buy |
3,130
+253
| +9% | +$27.6K | ﹤0.01% | 530 |
|
|
2024
Q4 | $271K | Sell |
2,877
-45
| -2% | -$4.23K | ﹤0.01% | 570 |
|
|
2024
Q3 | $281K | Sell |
2,922
-530
| -15% | -$51K | ﹤0.01% | 565 |
|
|
2024
Q2 | $271K | Sell |
3,452
-315
| -8% | -$24.7K | ﹤0.01% | 525 |
|
|
2024
Q1 | $309K | Sell |
3,767
-27,427
| -88% | -$2.25M | ﹤0.01% | 530 |
|
|
2023
Q4 | $2.63M | Sell |
31,194
-6,218
| -17% | -$523K | 0.03% | 257 |
|
|
2023
Q3 | $3.01M | Sell |
37,412
-4,126
| -10% | -$332K | 0.04% | 226 |
|
|
2023
Q2 | $3.67M | Sell |
41,538
-4,984
| -11% | -$440K | 0.05% | 210 |
|
|
2023
Q1 | $4.41M | Sell |
46,522
-384,497
| -89% | -$36.4M | 0.06% | 195 |
|
|
2022
Q4 | $39M | Sell |
431,019
-359,724
| -45% | -$32.6M | 0.54% | 55 |
|
|
2022
Q3 | $70.7M | Buy |
790,743
+95,160
| +14% | +$8.51M | 1.13% | 25 |
|
|
2022
Q2 | $70M | Buy |
695,583
+691,361
| +16,375% | +$69.6M | 1.07% | 29 |
|
|
2022
Q1 | $421K | Sell |
4,222
-442
| -9% | -$44.1K | 0.01% | 466 |
|
|
2021
Q4 | $453K | Buy |
4,664
+367
| +9% | +$35.6K | 0.01% | 483 |
|
|
2021
Q3 | $379K | Sell |
4,297
-476
| -10% | -$42K | 0.01% | 485 |
|
|
2021
Q2 | $425K | Buy |
4,773
+2,054
| +76% | +$183K | 0.01% | 471 |
|
|
2021
Q1 | $255K | Buy |
+2,719
| New | +$255K | ﹤0.01% | 469 |
|
|
2019
Q2 | – | Sell |
-14,339
| Closed | -$1.13M | – | 622 |
|
|
2019
Q1 | $1.13M | Sell |
14,339
-4,532
| -24% | -$358K | 0.02% | 370 |
|
|
2018
Q4 | $1.31M | Buy |
18,871
+4,114
| +28% | +$285K | 0.03% | 297 |
|
|
2018
Q3 | $985K | Buy |
14,757
+77
| +0.5% | +$5.14K | 0.02% | 397 |
|
|
2018
Q2 | $949K | Buy |
14,680
+658
| +5% | +$42.5K | 0.02% | 428 |
|
|
2018
Q1 | $879K | Sell |
14,022
-385
| -3% | -$24.1K | 0.02% | 432 |
|
|
2017
Q4 | $957K | Buy |
+14,407
| New | +$957K | 0.02% | 411 |
|
|
2015
Q3 | – | Sell |
-8,471
| Closed | -$381K | – | 674 |
|
|
2015
Q2 | $381K | Buy |
8,471
+287
| +4% | +$12.9K | 0.01% | 484 |
|
|
2015
Q1 | $405K | Buy |
+8,184
| New | +$405K | 0.01% | 461 |
|
|
2014
Q4 | – | Sell |
-10,953
| Closed | -$471K | – | 758 |
|
|
2014
Q3 | $471K | Sell |
10,953
-1,769
| -14% | -$76.1K | 0.02% | 422 |
|
|
2014
Q2 | $597K | Buy |
+12,722
| New | +$597K | 0.02% | 382 |
|