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