Beacon Investment Advisors’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 | $297K | Buy |
2,883
+150
| +5% | +$15.5K | 0.13% | 128 |
|
|
2025
Q1 | $298K | Buy |
2,733
+7
| +0.3% | +$763 | 0.14% | 131 |
|
|
2024
Q4 | $256K | Buy |
2,726
+6
| +0.2% | +$564 | 0.12% | 137 |
|
|
2024
Q3 | $262K | Buy |
2,720
+7
| +0.3% | +$673 | 0.12% | 134 |
|
|
2024
Q2 | $213K | Buy |
2,713
+8
| +0.3% | +$628 | 0.11% | 139 |
|
|
2024
Q1 | $222K | Buy |
2,705
+74
| +3% | +$6.08K | 0.13% | 122 |
|
|
2023
Q4 | $221K | Buy |
2,631
+7
| +0.3% | +$589 | 0.14% | 116 |
|
|
2023
Q3 | $211K | Buy |
2,624
+7
| +0.3% | +$564 | 0.15% | 113 |
|
|
2023
Q2 | $231K | Sell |
2,617
-590
| -18% | -$52.1K | 0.16% | 115 |
|
|
2023
Q1 | $304K | Buy |
3,207
+13
| +0.4% | +$1.23K | 0.22% | 104 |
|
|
2022
Q4 | $300K | Buy |
+3,194
| New | +$300K | 0.25% | 99 |
|