Baker Tilly 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 | – | Sell |
-1,860
| Closed | -$203K | – | 249 |
|
|
2025
Q1 | $203K | Buy |
+1,860
| New | +$203K | 0.08% | 229 |
|
|
2024
Q2 | – | Sell |
-4,488
| Closed | -$369K | – | 415 |
|
|
2024
Q1 | $369K | Buy |
4,488
+303
| +7% | +$24.9K | 0.07% | 317 |
|
|
2023
Q4 | $352K | Sell |
4,185
-455
| -10% | -$38.3K | 0.06% | 365 |
|
|
2023
Q3 | $374K | Buy |
4,640
+101
| +2% | +$8.14K | 0.06% | 324 |
|
|
2023
Q2 | $401K | Buy |
4,539
+228
| +5% | +$20.1K | 0.04% | 395 |
|
|
2023
Q1 | $409K | Buy |
4,311
+32
| +0.7% | +$3.03K | 0.05% | 384 |
|
|
2022
Q4 | $401K | Sell |
4,279
-1,150
| -21% | -$108K | 0.05% | 379 |
|
|
2022
Q3 | $486K | Sell |
5,429
-92
| -2% | -$8.24K | 0.07% | 296 |
|
|
2022
Q2 | $556K | Sell |
5,521
-186
| -3% | -$18.7K | 0.07% | 273 |
|
|
2022
Q1 | $570K | Sell |
5,707
-623
| -10% | -$62.2K | 0.06% | 311 |
|
|
2021
Q4 | $614K | Buy |
6,330
+1,328
| +27% | +$129K | 0.07% | 314 |
|
|
2021
Q3 | $441K | Sell |
5,002
-1,548
| -24% | -$136K | 0.06% | 350 |
|
|
2021
Q2 | $583K | Sell |
6,550
-257
| -4% | -$22.9K | 0.09% | 244 |
|
|
2021
Q1 | $637K | Buy |
6,807
+2,834
| +71% | +$265K | 0.13% | 196 |
|
|
2020
Q4 | $366K | Buy |
+3,973
| New | +$366K | 0.11% | 197 |
|