Cary Street Partners 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 | $398K | Buy |
3,817
+14
| +0.4% | +$1.46K | 0.19% | 125 |
|
|
2025
Q1 | $414K | Buy |
3,803
+60
| +2% | +$6.54K | 0.24% | 108 |
|
|
2024
Q4 | $352K | Sell |
3,743
-1,744
| -32% | -$164K | 0.23% | 111 |
|
|
2024
Q3 | $528K | Sell |
5,487
-368
| -6% | -$35.4K | 0.02% | 485 |
|
|
2024
Q2 | $459K | Sell |
5,855
-666
| -10% | -$52.3K | 0.02% | 495 |
|
|
2024
Q1 | $535K | Buy |
6,521
+381
| +6% | +$31.3K | 0.02% | 449 |
|
|
2023
Q4 | $517K | Buy |
6,140
+3,683
| +150% | +$310K | 0.02% | 420 |
|
|
2023
Q3 | $198K | Buy |
2,457
+7
| +0.3% | +$564 | 0.01% | 558 |
|
|
2023
Q2 | $216K | Buy |
2,450
+431
| +21% | +$38K | 0.01% | 492 |
|
|
2023
Q1 | $191K | Sell |
2,019
-52
| -3% | -$4.93K | 0.01% | 477 |
|
|
2022
Q4 | $194K | Buy |
+2,071
| New | +$194K | 0.01% | 474 |
|
|
2022
Q3 | – | Sell |
-1,099
| Closed | -$111K | – | 574 |
|
|
2022
Q2 | $111K | Buy |
+1,099
| New | +$111K | 0.01% | 498 |
|
|
2020
Q4 | – | Sell |
-169
| Closed | -$16K | – | 875 |
|
|
2020
Q3 | $16K | Buy |
+169
| New | +$16K | ﹤0.01% | 696 |
|