Brandywine Oak Private 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 | $399K | Hold |
3,832
| – | – | 0.04% | 165 |
|
|
2025
Q1 | $418K | Sell |
3,832
-3
| -0.1% | -$327 | 0.04% | 159 |
|
|
2024
Q4 | $361K | Hold |
3,835
| – | – | 0.04% | 176 |
|
|
2024
Q3 | $369K | Sell |
3,835
-1
| -0% | -$96 | 0.04% | 177 |
|
|
2024
Q2 | $301K | Sell |
3,836
-403
| -10% | -$31.6K | 0.03% | 189 |
|
|
2024
Q1 | $348K | Buy |
4,239
+400
| +10% | +$32.8K | 0.04% | 181 |
|
|
2023
Q4 | $323K | Sell |
3,839
-101
| -3% | -$8.5K | 0.04% | 181 |
|
|
2023
Q3 | $317K | Sell |
3,940
-1
| -0% | -$81 | 0.04% | 180 |
|
|
2023
Q2 | $348K | Sell |
3,941
-62
| -2% | -$5.47K | 0.04% | 184 |
|
|
2023
Q1 | $379K | Sell |
4,003
-168
| -4% | -$15.9K | 0.04% | 178 |
|
|
2022
Q4 | $391K | Sell |
4,171
-407
| -9% | -$38.2K | 0.05% | 174 |
|
|
2022
Q3 | $409K | Sell |
4,578
-40
| -0.9% | -$3.57K | 0.06% | 175 |
|
|
2022
Q2 | $464K | Buy |
4,618
+2
| +0% | +$201 | 0.06% | 181 |
|
|
2022
Q1 | $460K | Sell |
4,616
-139
| -3% | -$13.9K | 0.05% | 203 |
|
|
2021
Q4 | $461K | Buy |
4,755
+220
| +5% | +$21.3K | 0.05% | 209 |
|
|
2021
Q3 | $399K | Hold |
4,535
| – | – | 0.05% | 214 |
|
|
2021
Q2 | $403K | Sell |
4,535
-4
| -0.1% | -$355 | 0.05% | 210 |
|
|
2021
Q1 | $424K | Buy |
4,539
+25
| +0.6% | +$2.34K | 0.06% | 164 |
|
|
2020
Q4 | $415K | Buy |
4,514
+111
| +3% | +$10.2K | 0.06% | 157 |
|
|
2020
Q3 | $426K | Buy |
4,403
+74
| +2% | +$7.16K | 0.07% | 155 |
|
|
2020
Q2 | $379K | Buy |
4,329
+727
| +20% | +$63.6K | 0.07% | 163 |
|
|
2020
Q1 | $317K | Hold |
3,602
| – | – | 0.07% | 151 |
|
|
2019
Q4 | $332K | Hold |
3,602
| – | – | 0.06% | 171 |
|
|
2019
Q3 | $342K | Buy |
+3,602
| New | +$342K | 0.06% | 149 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$20K | – | 632 |
|
|
2018
Q4 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 450 |
|