Boston Family Office’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 | $538K | Hold |
5,213
| – | – | 0.04% | 201 |
|
|
2025
Q1 | $568K | Hold |
5,213
| – | – | 0.04% | 190 |
|
|
2024
Q4 | $490K | Hold |
5,213
| – | – | 0.03% | 200 |
|
|
2024
Q3 | $501K | Sell |
5,213
-38
| -0.7% | -$3.65K | 0.03% | 197 |
|
|
2024
Q2 | $412K | Hold |
5,251
| – | – | 0.03% | 203 |
|
|
2024
Q1 | $431K | Hold |
5,251
| – | – | 0.03% | 202 |
|
|
2023
Q4 | $442K | Hold |
5,251
| – | – | 0.03% | 202 |
|
|
2023
Q3 | $423K | Hold |
5,251
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $464K | Hold |
5,251
| – | – | 0.04% | 200 |
|
|
2023
Q1 | $498K | Hold |
5,251
| – | – | 0.04% | 189 |
|
|
2022
Q4 | $492K | Hold |
5,251
| – | – | 0.04% | 198 |
|
|
2022
Q3 | $470K | Hold |
5,251
| – | – | 0.04% | 197 |
|
|
2022
Q2 | $528K | Hold |
5,251
| – | – | 0.04% | 193 |
|
|
2022
Q1 | $524K | Hold |
5,251
| – | – | 0.04% | 199 |
|
|
2021
Q4 | $510K | Buy |
5,251
+38
| +0.7% | +$3.69K | 0.03% | 209 |
|
|
2021
Q3 | $460K | Hold |
5,213
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $464K | Hold |
5,213
| – | – | 0.03% | 211 |
|
|
2021
Q1 | $487K | Hold |
5,213
| – | – | 0.04% | 209 |
|
|
2020
Q4 | $480K | Hold |
5,213
| – | – | 0.04% | 205 |
|
|
2020
Q3 | $505K | Sell |
5,213
-472
| -8% | -$45.7K | 0.05% | 179 |
|
|
2020
Q2 | $498K | Sell |
5,685
-1
| -0% | -$88 | 0.05% | 180 |
|
|
2020
Q1 | $501K | Hold |
5,686
| – | – | 0.06% | 170 |
|
|
2019
Q4 | $524K | Sell |
5,686
-100
| -2% | -$9.22K | 0.05% | 184 |
|
|
2019
Q3 | $550K | Hold |
5,786
| – | – | 0.06% | 182 |
|
|
2019
Q2 | $482K | Hold |
5,786
| – | – | 0.05% | 197 |
|
|
2019
Q1 | $458K | Buy |
5,786
+313
| +6% | +$24.8K | 0.05% | 198 |
|
|
2018
Q4 | $379K | Hold |
5,473
| – | – | 0.05% | 204 |
|
|
2018
Q3 | $365K | Hold |
5,473
| – | – | 0.04% | 224 |
|
|
2018
Q2 | $354K | Hold |
5,473
| – | – | 0.04% | 222 |
|
|
2018
Q1 | $343K | Hold |
5,473
| – | – | 0.04% | 221 |
|
|
2017
Q4 | $364K | Hold |
5,473
| – | – | 0.04% | 216 |
|
|
2017
Q3 | $344K | Hold |
5,473
| – | – | 0.04% | 219 |
|
|
2017
Q2 | $336K | Hold |
5,473
| – | – | 0.04% | 216 |
|
|
2017
Q1 | $332K | Hold |
5,473
| – | – | 0.04% | 212 |
|
|
2016
Q4 | $321K | Hold |
5,473
| – | – | 0.04% | 213 |
|
|
2016
Q3 | $328K | Sell |
5,473
-1,000
| -15% | -$59.9K | 0.04% | 211 |
|
|
2016
Q2 | $423K | Hold |
6,473
| – | – | 0.05% | 193 |
|
|
2016
Q1 | $389K | Hold |
6,473
| – | – | 0.05% | 196 |
|
|
2015
Q4 | $332K | Hold |
6,473
| – | – | 0.05% | 202 |
|
|
2015
Q3 | $338K | Sell |
6,473
-1
| -0% | -$52 | 0.05% | 199 |
|
|
2015
Q2 | $291K | Buy |
6,474
+474
| +8% | +$21.3K | 0.04% | 227 |
|
|
2015
Q1 | $297K | Hold |
6,000
| – | – | 0.04% | 225 |
|
|
2014
Q4 | $316K | Hold |
6,000
| – | – | 0.04% | 223 |
|
|
2014
Q3 | $258K | Hold |
6,000
| – | – | 0.03% | 238 |
|
|
2014
Q2 | $282K | Buy |
+6,000
| New | +$282K | 0.04% | 237 |
|