Boston Research & 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 | – | Sell |
-1,902
| Closed | -$207K | – | 119 |
|
|
2025
Q1 | $207K | Buy |
+1,902
| New | +$207K | 0.05% | 114 |
|
|
2024
Q4 | – | Sell |
-2,082
| Closed | -$200K | – | 118 |
|
|
2024
Q3 | $200K | Buy |
+2,082
| New | +$200K | 0.05% | 115 |
|
|
2022
Q3 | – | Sell |
-2,082
| Closed | -$209K | – | 106 |
|
|
2022
Q2 | $209K | Hold |
2,082
| – | – | 0.07% | 101 |
|
|
2022
Q1 | $207K | Hold |
2,082
| – | – | 0.06% | 109 |
|
|
2021
Q4 | $202K | Buy |
+2,082
| New | +$202K | 0.06% | 112 |
|
|
2020
Q4 | – | Sell |
-2,082
| Closed | -$201K | – | 105 |
|
|
2020
Q3 | $201K | Buy |
+2,082
| New | +$201K | 0.08% | 99 |
|
|
2020
Q1 | – | Sell |
-2,378
| Closed | -$219K | – | 99 |
|
|
2019
Q4 | $219K | Hold |
2,378
| – | – | 0.08% | 98 |
|
|
2019
Q3 | $226K | Buy |
+2,378
| New | +$226K | 0.09% | 95 |
|