Belpointe Asset 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 | $3.32M | Buy |
31,829
+1,944
| +7% | +$203K | 0.14% | 131 |
|
|
2025
Q1 | $3.26M | Sell |
29,885
-7,143
| -19% | -$778K | 0.17% | 115 |
|
|
2024
Q4 | $3.44M | Buy |
37,028
+5,603
| +18% | +$521K | 0.21% | 96 |
|
|
2024
Q3 | $3.02M | Buy |
31,425
+1,215
| +4% | +$117K | 0.18% | 110 |
|
|
2024
Q2 | $2.37M | Buy |
30,210
+10,728
| +55% | +$842K | 0.17% | 120 |
|
|
2024
Q1 | $1.6M | Buy |
19,482
+1,284
| +7% | +$105K | 0.12% | 163 |
|
|
2023
Q4 | $1.53M | Buy |
18,198
+6,020
| +49% | +$507K | 0.13% | 151 |
|
|
2023
Q3 | $981K | Buy |
12,178
+1,021
| +9% | +$82.2K | 0.1% | 201 |
|
|
2023
Q2 | $985K | Sell |
11,157
-12,006
| -52% | -$1.06M | 0.1% | 183 |
|
|
2023
Q1 | $2.2M | Buy |
23,163
+6,314
| +37% | +$599K | 0.12% | 182 |
|
|
2022
Q4 | $1.58M | Buy |
16,849
+3,662
| +28% | +$343K | 0.1% | 216 |
|
|
2022
Q3 | $1.18M | Buy |
13,187
+1,431
| +12% | +$128K | 0.08% | 253 |
|
|
2022
Q2 | $1.18M | Sell |
11,756
-456
| -4% | -$45.9K | 0.08% | 260 |
|
|
2022
Q1 | $1.22M | Buy |
12,212
+382
| +3% | +$38.1K | 0.07% | 279 |
|
|
2021
Q4 | $1.15M | Buy |
11,830
+156
| +1% | +$15.1K | 0.07% | 283 |
|
|
2021
Q3 | $1.03M | Buy |
11,674
+1,008
| +9% | +$88.9K | 0.07% | 304 |
|
|
2021
Q2 | $949K | Buy |
10,666
+7,028
| +193% | +$625K | 0.07% | 308 |
|
|
2021
Q1 | $340K | Buy |
3,638
+1,236
| +51% | +$116K | 0.03% | 552 |
|
|
2020
Q4 | $221K | Buy |
2,402
+889
| +59% | +$81.8K | 0.02% | 664 |
|
|
2020
Q3 | $147K | Buy |
1,513
+204
| +16% | +$19.8K | 0.02% | 651 |
|
|
2020
Q2 | $115K | Buy |
+1,309
| New | +$115K | 0.01% | 675 |
|
|
2020
Q1 | – | Sell |
-1,408
| Closed | -$130K | – | 800 |
|
|
2019
Q4 | $130K | Buy |
+1,408
| New | +$130K | 0.02% | 682 |
|
|
2019
Q2 | – | Sell |
-1,269
| Closed | -$100K | – | 662 |
|
|
2019
Q1 | $100K | Buy |
+1,269
| New | +$100K | 0.02% | 451 |
|