Caption Management’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 | $3.65M | Buy |
+35,000
| New | +$3.65M | 0.04% | 77 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1121 |
|
|
2024
Q4 | – | Sell |
-59,364
| Closed | -$5.71M | – | 1028 |
|
|
2024
Q3 | $5.71M | Buy |
+59,364
| New | +$5.71M | 0.09% | 27 |
|
|
2024
Q2 | – | Sell |
-18,000
| Closed | -$1.48M | – | 853 |
|
|
2024
Q1 | $1.48M | Buy |
+18,000
| New | +$1.48M | 0.02% | 122 |
|