Barrett & Company’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 | $86.1K | Buy |
826
+286
| +53% | +$29.8K | 0.03% | 229 |
|
|
2025
Q1 | $58.8K | Hold |
540
| – | – | 0.03% | 248 |
|
|
2024
Q4 | $50.8K | Hold |
540
| – | – | 0.02% | 268 |
|
|
2024
Q3 | $51.9K | Hold |
540
| – | – | 0.02% | 255 |
|
|
2024
Q2 | $42.4K | Hold |
540
| – | – | 0.02% | 290 |
|
|
2024
Q1 | $44.3K | Hold |
540
| – | – | 0.02% | 289 |
|
|
2023
Q4 | $45.5K | Hold |
540
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $43.5K | Sell |
540
-60
| -10% | -$4.83K | 0.03% | 257 |
|
|
2023
Q2 | $52.9K | Hold |
600
| – | – | 0.03% | 244 |
|
|
2023
Q1 | $56.9K | Hold |
600
| – | – | 0.04% | 233 |
|
|
2022
Q4 | $56.3K | Hold |
600
| – | – | 0.04% | 220 |
|
|
2022
Q3 | $56.3K | Buy |
+600
| New | +$56.3K | 0.04% | 220 |
|