Bray Capital Advisors’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$150K Hold
1,592
0.04% 138
2024
Q3
$153K Hold
1,592
0.04% 145
2024
Q2
$125K Hold
1,592
0.03% 146
2024
Q1
$131K Hold
1,592
0.03% 149
2023
Q4
$134K Hold
1,592
0.04% 145
2023
Q3
$128K Hold
1,592
0.04% 141
2023
Q2
$140K Hold
1,592
0.04% 143
2023
Q1
$151K Hold
1,592
0.04% 144
2022
Q4
$149K Hold
1,592
0.05% 143
2022
Q3
$142K Hold
1,592
0.04% 143
2022
Q2
$160K Hold
1,592
0.05% 139
2022
Q1
$159K Hold
1,592
0.04% 144
2021
Q4
$155K Hold
1,592
0.04% 149
2021
Q3
$140K Hold
1,592
0.04% 148
2021
Q2
$142K Hold
1,592
0.04% 147
2021
Q1
$149K Hold
1,592
0.04% 145
2020
Q4
$147K Hold
1,592
0.04% 145
2020
Q3
$154K Hold
1,592
0.05% 135
2020
Q2
$140K Hold
1,592
0.05% 140
2020
Q1
$140K Hold
1,592
0.06% 131
2019
Q4
$147K Hold
1,592
0.05% 151
2019
Q3
$151K Hold
1,592
0.06% 150
2019
Q2
$133K Hold
1,592
0.05% 167
2019
Q1
$126K Hold
1,592
0.05% 167
2018
Q4
$110K Hold
1,592
0.06% 174
2018
Q3
$106K Hold
1,592
0.05% 175
2018
Q2
$103K Hold
1,592
0.05% 170
2018
Q1
$100K Buy
+1,592
New +$100K 0.05% 172
2015
Q4
Sell
-1,592
Closed -$83K 313
2015
Q3
$83K Sell
1,592
-1
-0.1% -$52 0.05% 176
2015
Q2
$72K Buy
+1,593
New +$72K 0.04% 197