Callan Capital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $419K | Buy |
3,845
+100
| +3% | +$10.9K | 0.03% | 229 |
|
|
2024
Q4 | $352K | Sell |
3,745
-63
| -2% | -$5.93K | 0.03% | 230 |
|
|
2024
Q3 | $366K | Buy |
3,808
+263
| +7% | +$25.3K | 0.03% | 230 |
|
|
2024
Q2 | $278K | Buy |
3,545
+149
| +4% | +$11.7K | 0.02% | 246 |
|
|
2024
Q1 | $279K | Buy |
3,396
+361
| +12% | +$29.6K | 0.02% | 218 |
|
|
2023
Q4 | $255K | Sell |
3,035
-1,217
| -29% | -$102K | 0.02% | 189 |
|
|
2023
Q3 | $342K | Buy |
4,252
+1,006
| +31% | +$81K | 0.04% | 148 |
|
|
2023
Q2 | $286K | Hold |
3,246
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $308K | Hold |
3,246
| – | – | 0.04% | 145 |
|
|
2022
Q4 | $304K | Buy |
+3,246
| New | +$304K | 0.04% | 142 |
|