Cape Investment Advisory’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 | $169K | Buy |
1,623
+1
| +0.1% | +$104 | 0.06% | 200 |
|
|
2025
Q1 | $177K | Sell |
1,622
-85
| -5% | -$9.26K | 0.07% | 188 |
|
|
2024
Q4 | $161K | Buy |
1,707
+22
| +1% | +$2.07K | 0.06% | 192 |
|
|
2024
Q3 | $162K | Buy |
1,685
+9
| +0.5% | +$866 | 0.07% | 188 |
|
|
2024
Q2 | $131K | Buy |
+1,676
| New | +$131K | 0.06% | 194 |
|