Centennial Wealth 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 | $510K | Sell |
4,894
-114
| -2% | -$11.9K | 0.16% | 84 |
|
|
2025
Q1 | $546K | Buy |
5,008
+1,011
| +25% | +$110K | 0.2% | 66 |
|
|
2024
Q4 | $376K | Buy |
3,997
+326
| +9% | +$30.7K | 0.15% | 90 |
|
|
2024
Q3 | $353K | Buy |
3,671
+221
| +6% | +$21.3K | 0.14% | 98 |
|
|
2024
Q2 | $271K | Buy |
3,450
+244
| +8% | +$19.1K | 0.12% | 110 |
|
|
2024
Q1 | $263K | Buy |
3,206
+6
| +0.2% | +$493 | 0.12% | 110 |
|
|
2023
Q4 | $269K | Sell |
3,200
-73
| -2% | -$6.15K | 0.14% | 109 |
|
|
2023
Q3 | $264K | Sell |
3,273
-62
| -2% | -$4.99K | 0.14% | 113 |
|
|
2023
Q2 | $294K | Sell |
3,335
-61
| -2% | -$5.38K | 0.15% | 100 |
|
|
2023
Q1 | $322K | Buy |
3,396
+450
| +15% | +$42.7K | 0.17% | 92 |
|
|
2022
Q4 | $276K | Buy |
2,946
+702
| +31% | +$65.8K | 0.15% | 96 |
|
|
2022
Q3 | $201K | Buy |
+2,244
| New | +$201K | 0.12% | 106 |
|