Capital Investment Services of America’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $296K | Hold |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $293K | Hold |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $203K | Buy |
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