Centaurus Financial’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 | $149K | Sell |
1,430
-4
| -0.3% | -$417 | 0.01% | 821 |
|
|
2025
Q1 | $156K | Buy |
1,434
+12
| +0.8% | +$1.31K | 0.01% | 753 |
|
|
2024
Q4 | $134K | Sell |
1,422
-4
| -0.3% | -$377 | 0.01% | 793 |
|
|
2024
Q3 | $137K | Buy |
1,426
+12
| +0.8% | +$1.15K | 0.01% | 752 |
|
|
2024
Q2 | $111K | Buy |
1,414
+62
| +5% | +$4.87K | 0.01% | 763 |
|
|
2024
Q1 | $111K | Buy |
+1,352
| New | +$111K | 0.01% | 739 |
|
|
2019
Q3 | – | Sell |
-1,270
| Closed | -$106K | – | 595 |
|
|
2019
Q2 | $106K | Buy |
+1,270
| New | +$106K | 0.02% | 564 |
|
|
2019
Q1 | – | Sell |
-267
| Closed | -$4 | – | 582 |
|
|
2018
Q4 | $4 | Buy |
+267
| New | +$4 | 0.03% | 332 |
|
|
2018
Q3 | – | Sell |
-2,176
| Closed | -$141K | – | 2028 |
|
|
2018
Q2 | $141K | Buy |
+2,176
| New | +$141K | 0.02% | 605 |
|