Beacon Capital Management LLC (Tennessee)’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 | $62.8K | Sell |
603
-533
| -47% | -$55.5K | 0.01% | 298 |
|
2025
Q1 | $124K | Buy |
1,136
+83
| +8% | +$9.05K | 0.02% | 170 |
|
2024
Q4 | $99K | Sell |
1,053
-142
| -12% | -$13.4K | 0.01% | 197 |
|
2024
Q3 | $115K | Buy |
1,195
+140
| +13% | +$13.5K | 0.02% | 179 |
|
2024
Q2 | $82.7K | Buy |
1,055
+326
| +45% | +$25.6K | 0.02% | 198 |
|
2024
Q1 | $59.9K | Sell |
729
-5
| -0.7% | -$411 | 0.01% | 259 |
|
2023
Q4 | $59.1K | Buy |
+734
| New | +$59.1K | 0.02% | 197 |
|