Beverly Hills Private Wealth’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 | $1.83M | Buy |
17,587
+544
| +3% | +$56.7K | 0.34% | 79 |
|
|
2025
Q1 | $1.86M | Sell |
17,043
-284
| -2% | -$31K | 0.37% | 78 |
|
|
2024
Q4 | $1.63M | Sell |
17,327
-813
| -4% | -$76.5K | 0.33% | 86 |
|
|
2024
Q3 | $1.74M | Sell |
18,140
-3,369
| -16% | -$324K | 0.35% | 81 |
|
|
2024
Q2 | $1.69M | Sell |
21,509
-748
| -3% | -$58.7K | 0.37% | 74 |
|
|
2024
Q1 | $1.83M | Buy |
22,257
+632
| +3% | +$51.9K | 0.42% | 65 |
|
|
2023
Q4 | $1.82M | Sell |
21,625
-2,915
| -12% | -$245K | 0.48% | 62 |
|
|
2023
Q3 | $1.98M | Sell |
24,540
-25,215
| -51% | -$2.03M | 0.59% | 47 |
|
|
2023
Q2 | $4.34M | Buy |
49,755
+25,234
| +103% | +$2.2M | 0.71% | 40 |
|
|
2023
Q1 | $2.32M | Buy |
24,521
+3,923
| +19% | +$372K | 0.72% | 40 |
|
|
2022
Q4 | $1.93M | Buy |
+20,598
| New | +$1.93M | 0.84% | 34 |
|