Atticus 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 | $261K | Buy |
2,503
+2,293
| +1,092% | +$239K | 0.07% | 139 |
|
|
2025
Q1 | $22.9K | Hold |
210
| – | – | 0.01% | 308 |
|
|
2024
Q4 | $19.7K | Hold |
210
| – | – | 0.01% | 330 |
|
|
2024
Q3 | $20.2K | Sell |
210
-10
| -5% | -$962 | 0.01% | 329 |
|
|
2024
Q2 | $17.3K | Hold |
220
| – | – | 0.01% | 328 |
|
|
2024
Q1 | $18.1K | Sell |
220
-200
| -48% | -$16.4K | 0.01% | 337 |
|
|
2023
Q4 | $35.4K | Hold |
420
| – | – | 0.01% | 274 |
|
|
2023
Q3 | $33.8K | Hold |
420
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $37.1K | Hold |
420
| – | – | 0.01% | 286 |
|
|
2023
Q1 | $39.8K | Hold |
420
| – | – | 0.02% | 271 |
|
|
2022
Q4 | $39.4K | Hold |
420
| – | – | 0.02% | 277 |
|
|
2022
Q3 | $42K | Hold |
420
| – | – | 0.02% | 256 |
|
|
2022
Q2 | $42K | Buy |
420
+200
| +91% | +$20K | 0.02% | 278 |
|
|
2022
Q1 | $22K | Sell |
220
-200
| -48% | -$20K | 0.01% | 327 |
|
|
2021
Q4 | $41K | Buy |
+420
| New | +$41K | 0.02% | 248 |
|