BKM Wealth 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 | $1.98M | Buy |
19,045
+170
| +0.9% | +$17.7K | 0.78% | 38 |
|
|
2025
Q1 | $2.06M | Sell |
18,875
-305
| -2% | -$33.2K | 0.85% | 37 |
|
|
2024
Q4 | $1.8M | Buy |
19,180
+1,091
| +6% | +$103K | 0.74% | 38 |
|
|
2024
Q3 | $1.74M | Buy |
18,089
+5,416
| +43% | +$521K | 0.71% | 41 |
|
|
2024
Q2 | $994K | Sell |
12,673
-4,489
| -26% | -$352K | 0.48% | 64 |
|
|
2024
Q1 | $1.41M | Sell |
17,162
-2,343
| -12% | -$192K | 0.61% | 48 |
|
|
2023
Q4 | $1.64M | Buy |
+19,505
| New | +$1.64M | 0.7% | 36 |
|