Apollon Wealth 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 | $1.05M | Buy |
10,058
+434
| +5% | +$45.2K | 0.02% | 541 |
|
|
2025
Q1 | $1.05M | Buy |
9,624
+558
| +6% | +$60.8K | 0.02% | 501 |
|
|
2024
Q4 | $853K | Buy |
9,066
+175
| +2% | +$16.5K | 0.02% | 566 |
|
|
2024
Q3 | $855K | Sell |
8,891
-692
| -7% | -$66.6K | 0.02% | 535 |
|
|
2024
Q2 | $752K | Sell |
9,583
-122
| -1% | -$9.57K | 0.02% | 553 |
|
|
2024
Q1 | $797K | Buy |
9,705
+1,427
| +17% | +$117K | 0.03% | 535 |
|
|
2023
Q4 | $697K | Buy |
8,278
+3,605
| +77% | +$303K | 0.02% | 567 |
|
|
2023
Q3 | $376K | Sell |
4,673
-892
| -16% | -$71.9K | 0.02% | 628 |
|
|
2023
Q2 | $491K | Sell |
5,565
-73
| -1% | -$6.44K | 0.02% | 591 |
|
|
2023
Q1 | $534K | Sell |
5,638
-945
| -14% | -$89.6K | 0.03% | 518 |
|
|
2022
Q4 | $617K | Sell |
6,583
-3,224
| -33% | -$302K | 0.04% | 444 |
|
|
2022
Q3 | $877K | Buy |
9,807
+476
| +5% | +$42.6K | 0.07% | 290 |
|
|
2022
Q2 | $939K | Sell |
9,331
-437
| -4% | -$44K | 0.08% | 278 |
|
|
2022
Q1 | $975K | Sell |
9,768
-634
| -6% | -$63.3K | 0.07% | 288 |
|
|
2021
Q4 | $1.01M | Buy |
10,402
+453
| +5% | +$44K | 0.08% | 274 |
|
|
2021
Q3 | $877K | Buy |
9,949
+63
| +0.6% | +$5.55K | 0.12% | 161 |
|
|
2021
Q2 | $879K | Sell |
9,886
-486
| -5% | -$43.2K | 0.16% | 119 |
|
|
2021
Q1 | $971K | Buy |
+10,372
| New | +$971K | 0.19% | 107 |
|
|
2020
Q4 | – | Sell |
-4,606
| Closed | -$446K | – | 257 |
|
|
2020
Q3 | $446K | Buy |
4,606
+2,682
| +139% | +$260K | 0.2% | 89 |
|
|
2020
Q2 | $169K | Buy |
+1,924
| New | +$169K | 0.09% | 127 |
|