Center for Financial Planning’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 | $34.7K | Hold |
333
| – | – | ﹤0.01% | 332 |
|
|
2025
Q1 | $36.3K | Hold |
333
| – | – | ﹤0.01% | 319 |
|
|
2024
Q4 | $31.3K | Hold |
333
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $32K | Hold |
333
| – | – | ﹤0.01% | 295 |
|
|
2024
Q2 | $26.1K | Hold |
333
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $27.3K | Hold |
333
| – | – | ﹤0.01% | 298 |
|
|
2023
Q4 | $28K | Hold |
333
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $26.8K | Sell |
333
-38
| -10% | -$3.06K | 0.01% | 277 |
|
|
2023
Q2 | $32.7K | Buy |
+371
| New | +$32.7K | 0.01% | 275 |
|
|
2020
Q2 | – | Sell |
-168
| Closed | -$15K | – | 583 |
|
|
2020
Q1 | $15K | Buy |
+168
| New | +$15K | 0.01% | 284 |
|