Carolinas Wealth Consulting’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 | – | Sell |
-61
| Closed | -$6.65K | – | 963 |
|
|
2025
Q1 | $6.65K | Sell |
61
-2
| -3% | -$218 | ﹤0.01% | 571 |
|
|
2024
Q4 | $5.93K | Buy |
63
+4
| +7% | +$376 | ﹤0.01% | 613 |
|
|
2024
Q3 | $5.68K | Buy |
59
+5
| +9% | +$481 | ﹤0.01% | 644 |
|
|
2024
Q2 | $4.24K | Buy |
54
+12
| +29% | +$942 | ﹤0.01% | 673 |
|
|
2024
Q1 | $3.45K | Sell |
42
-15,692
| -100% | -$1.29M | ﹤0.01% | 701 |
|
|
2023
Q4 | $17.9K | Sell |
15,734
-720
| -4% | -$819 | ﹤0.01% | 461 |
|
|
2023
Q3 | $76.4K | Sell |
16,454
-31
| -0.2% | -$144 | 0.02% | 251 |
|
|
2023
Q2 | $84.3K | Hold |
16,485
| – | – | 0.02% | 285 |
|
|
2023
Q1 | $89.4K | Buy |
16,485
+22
| +0.1% | +$119 | 0.02% | 277 |
|
|
2022
Q4 | $86.5K | Hold |
16,463
| – | – | 0.02% | 279 |
|
|
2022
Q3 | $83K | Hold |
16,463
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $92K | Buy |
16,463
+15,708
| +2,081% | +$87.8K | 0.02% | 261 |
|
|
2022
Q1 | $75K | Sell |
755
-151
| -17% | -$15K | 0.02% | 292 |
|
|
2021
Q4 | $88K | Hold |
906
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $80K | Hold |
906
| – | – | 0.02% | 270 |
|
|
2021
Q2 | $81K | Hold |
906
| – | – | 0.02% | 294 |
|
|
2021
Q1 | $85K | Buy |
906
+160
| +21% | +$15K | 0.02% | 277 |
|
|
2020
Q4 | $69K | Hold |
746
| – | – | 0.02% | 285 |
|
|
2020
Q3 | $72K | Buy |
746
+16
| +2% | +$1.54K | 0.02% | 229 |
|
|
2020
Q2 | $64K | Buy |
+730
| New | +$64K | 0.03% | 179 |
|