Annis Gardner Whiting Capital Advisors’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 | $66.6K | Buy |
639
+156
| +32% | +$16.3K | 0.02% | 373 |
|
|
2025
Q1 | $52.6K | Hold |
483
| – | – | 0.02% | 346 |
|
|
2024
Q4 | $45.4K | Sell |
483
-56
| -10% | -$5.27K | 0.01% | 354 |
|
|
2024
Q3 | $51.8K | Hold |
539
| – | – | 0.01% | 362 |
|
|
2024
Q2 | $42.3K | Sell |
539
-20
| -4% | -$1.57K | 0.01% | 428 |
|
|
2024
Q1 | $45.9K | Buy |
559
+94
| +20% | +$7.72K | 0.02% | 395 |
|
|
2023
Q4 | $39.1K | Sell |
465
-11
| -2% | -$926 | 0.02% | 329 |
|
|
2023
Q3 | $38.3K | Buy |
+476
| New | +$38.3K | 0.02% | 310 |
|