Atlantic Private Wealth’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 | $29.9K | Buy |
287
+3
| +1% | +$312 | 0.02% | 129 |
|
|
2025
Q1 | $31K | Buy |
284
+2
| +0.7% | +$218 | 0.02% | 135 |
|
|
2024
Q4 | $26.5K | Buy |
282
+3
| +1% | +$282 | 0.02% | 127 |
|
|
2024
Q3 | $26.9K | Buy |
279
+2
| +0.7% | +$193 | 0.02% | 115 |
|
|
2024
Q2 | $21.8K | Buy |
277
+3
| +1% | +$236 | 0.02% | 75 |
|
|
2024
Q1 | $22.5K | Sell |
274
-643
| -70% | -$52.9K | 0.02% | 76 |
|
|
2023
Q4 | $77.2K | Buy |
917
+9
| +1% | +$757 | 0.07% | 57 |
|
|
2023
Q3 | $73.2K | Buy |
908
+8
| +0.9% | +$645 | 0.07% | 51 |
|
|
2023
Q2 | $79.4K | Buy |
900
+8
| +0.9% | +$706 | 0.08% | 49 |
|
|
2023
Q1 | $84.5K | Buy |
+892
| New | +$84.5K | 0.09% | 39 |
|