Bowman & Company’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 | $272K | Buy |
2,614
+609
| +30% | +$63.5K | 0.12% | 101 |
|
|
2025
Q1 | $219K | Buy |
+2,005
| New | +$219K | 0.11% | 108 |
|
|
2023
Q2 | – | Sell |
-2,154
| Closed | -$204K | – | 92 |
|
|
2023
Q1 | $204K | Hold |
2,154
| – | – | 0.15% | 86 |
|
|
2022
Q4 | $202K | Buy |
+2,154
| New | +$202K | 0.16% | 87 |
|
|
2022
Q3 | – | Sell |
-2,202
| Closed | -$222K | – | 86 |
|
|
2022
Q2 | $222K | Hold |
2,202
| – | – | 0.19% | 76 |
|
|
2022
Q1 | $220K | Hold |
2,202
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $214K | Buy |
+2,202
| New | +$214K | 0.16% | 77 |
|