Brady Family Wealth’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 | $297K | Buy |
2,848
+4
| +0.1% | +$417 | 0.09% | 98 |
|
|
2025
Q1 | $310K | Buy |
2,844
+23
| +0.8% | +$2.51K | 0.1% | 96 |
|
|
2024
Q4 | $265K | Buy |
2,821
+6
| +0.2% | +$564 | 0.08% | 102 |
|
|
2024
Q3 | $271K | Sell |
2,815
-30
| -1% | -$2.89K | 0.08% | 103 |
|
|
2024
Q2 | $223K | Sell |
2,845
-856
| -23% | -$67.2K | 0.07% | 111 |
|
|
2024
Q1 | $304K | Sell |
3,701
-34
| -0.9% | -$2.79K | 0.1% | 102 |
|
|
2023
Q4 | $314K | Sell |
3,735
-554
| -13% | -$46.6K | 0.11% | 100 |
|
|
2023
Q3 | $345K | Buy |
4,289
+378
| +10% | +$30.4K | 0.13% | 91 |
|
|
2023
Q2 | $345K | Buy |
3,911
+150
| +4% | +$13.2K | 0.13% | 94 |
|
|
2023
Q1 | $357K | Buy |
3,761
+27
| +0.7% | +$2.56K | 0.14% | 91 |
|
|
2022
Q4 | $350K | Buy |
+3,734
| New | +$350K | 0.14% | 94 |
|