Alpha Cubed Investments’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 | $509K | Buy |
4,884
+57
| +1% | +$5.94K | 0.02% | 180 |
|
|
2025
Q1 | $526K | Buy |
4,827
+438
| +10% | +$47.7K | 0.02% | 171 |
|
|
2024
Q4 | $413K | Hold |
4,389
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $422K | Sell |
4,389
-381
| -8% | -$36.6K | 0.02% | 168 |
|
|
2024
Q2 | $374K | Sell |
4,770
-146
| -3% | -$11.5K | 0.02% | 184 |
|
|
2024
Q1 | $404K | Buy |
4,916
+602
| +14% | +$49.4K | 0.02% | 171 |
|
|
2023
Q4 | $363K | Hold |
4,314
| – | – | 0.02% | 183 |
|
|
2023
Q3 | $347K | Hold |
4,314
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $381K | Hold |
4,314
| – | – | 0.03% | 167 |
|
|
2023
Q1 | $409K | Sell |
4,314
-572
| -12% | -$54.2K | 0.03% | 164 |
|
|
2022
Q4 | $458K | Hold |
4,886
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $437K | Sell |
4,886
-424
| -8% | -$37.9K | 0.03% | 163 |
|
|
2022
Q2 | $534K | Buy |
5,310
+424
| +9% | +$42.6K | 0.04% | 160 |
|
|
2022
Q1 | $488K | Buy |
4,886
+531
| +12% | +$53K | 0.03% | 192 |
|
|
2021
Q4 | $423K | Buy |
4,355
+182
| +4% | +$17.7K | 0.03% | 191 |
|
|
2021
Q3 | $368K | Hold |
4,173
| – | – | 0.03% | 189 |
|
|
2021
Q2 | $371K | Hold |
4,173
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $391K | Hold |
4,173
| – | – | 0.03% | 181 |
|
|
2020
Q4 | $384K | Sell |
4,173
-150
| -3% | -$13.8K | 0.03% | 177 |
|
|
2020
Q3 | $419K | Sell |
4,323
-2,155
| -33% | -$209K | 0.04% | 150 |
|
|
2020
Q2 | $568K | Hold |
6,478
| – | – | 0.06% | 113 |
|
|
2020
Q1 | $571K | Sell |
6,478
-486
| -7% | -$42.8K | 0.07% | 109 |
|
|
2019
Q4 | $642K | Hold |
6,964
| – | – | 0.07% | 122 |
|
|
2019
Q3 | $662K | Sell |
6,964
-500
| -7% | -$47.5K | 0.08% | 116 |
|
|
2019
Q2 | $622K | Buy |
7,464
+837
| +13% | +$69.8K | 0.07% | 121 |
|
|
2019
Q1 | $524K | Sell |
6,627
-11,300
| -63% | -$893K | 0.06% | 124 |
|
|
2018
Q4 | $1.24M | Sell |
17,927
-422
| -2% | -$29.2K | 0.19% | 81 |
|
|
2018
Q3 | $1.3M | Buy |
18,349
+11,182
| +156% | +$789K | 0.15% | 100 |
|
|
2018
Q2 | $463K | Buy |
7,167
+279
| +4% | +$18K | 0.06% | 130 |
|
|
2018
Q1 | $432K | Sell |
6,888
-34
| -0.5% | -$2.13K | 0.06% | 143 |
|
|
2017
Q4 | $460K | Buy |
+6,922
| New | +$460K | 0.06% | 145 |
|