Capital Investment Services of America’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 | $269K | Sell |
2,586
-100
| -4% | -$10.4K | 0.02% | 75 |
|
|
2025
Q1 | $293K | Hold |
2,686
| – | – | 0.03% | 71 |
|
|
2024
Q4 | $253K | Sell |
2,686
-100
| -4% | -$9.4K | 0.02% | 72 |
|
|
2024
Q3 | $268K | Hold |
2,786
| – | – | 0.03% | 71 |
|
|
2024
Q2 | $219K | Hold |
2,786
| – | – | 0.02% | 74 |
|
|
2024
Q1 | $229K | Hold |
2,786
| – | – | 0.02% | 71 |
|
|
2023
Q4 | $234K | Hold |
2,786
| – | – | 0.02% | 72 |
|
|
2023
Q3 | $224K | Hold |
2,786
| – | – | 0.03% | 70 |
|
|
2023
Q2 | $246K | Sell |
2,786
-195
| -7% | -$17.2K | 0.03% | 68 |
|
|
2023
Q1 | $283K | Hold |
2,981
| – | – | 0.03% | 64 |
|
|
2022
Q4 | $279K | Buy |
2,981
+195
| +7% | +$18.3K | 0.04% | 65 |
|
|
2022
Q3 | $249K | Sell |
2,786
-550
| -16% | -$49.2K | 0.03% | 67 |
|
|
2022
Q2 | $336K | Buy |
3,336
+1,242
| +59% | +$125K | 0.04% | 64 |
|
|
2022
Q1 | $203K | Hold |
2,094
| – | – | 0.02% | 84 |
|
|
2021
Q4 | $203K | Buy |
+2,094
| New | +$203K | 0.02% | 84 |
|