Bleakley Financial Group’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 | $1.31M | Buy |
12,587
+1,548
| +14% | +$161K | 0.03% | 355 |
|
|
2025
Q1 | $1.2M | Buy |
11,039
+239
| +2% | +$26K | 0.04% | 312 |
|
|
2024
Q4 | $1.02M | Buy |
10,800
+1,044
| +11% | +$98.2K | 0.03% | 404 |
|
|
2024
Q3 | $938K | Buy |
9,756
+1,858
| +24% | +$179K | 0.03% | 421 |
|
|
2024
Q2 | $620K | Buy |
7,898
+131
| +2% | +$10.3K | 0.02% | 537 |
|
|
2024
Q1 | $638K | Buy |
7,767
+491
| +7% | +$40.3K | 0.02% | 544 |
|
|
2023
Q4 | $612K | Sell |
7,276
-620
| -8% | -$52.2K | 0.02% | 534 |
|
|
2023
Q3 | $636K | Sell |
7,896
-2,220
| -22% | -$179K | 0.02% | 490 |
|
|
2023
Q2 | $893K | Buy |
10,116
+2,555
| +34% | +$225K | 0.03% | 429 |
|
|
2023
Q1 | $717K | Buy |
7,561
+502
| +7% | +$47.6K | 0.02% | 476 |
|
|
2022
Q4 | $662K | Buy |
+7,059
| New | +$662K | 0.02% | 470 |
|