Braun Stacey Associates’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 | $23.3M | Buy |
223,285
+1,643
| +0.7% | +$171K | 0.84% | 49 |
|
|
2025
Q1 | $24.2M | Sell |
221,642
-11,263
| -5% | -$1.23M | 0.99% | 39 |
|
|
2024
Q4 | $21.9M | Sell |
232,905
-5,785
| -2% | -$544K | 0.82% | 49 |
|
|
2024
Q3 | $23M | Buy |
238,690
+234,309
| +5,348% | +$22.5M | 0.87% | 49 |
|
|
2024
Q2 | $344K | Buy |
+4,381
| New | +$344K | 0.01% | 113 |
|