Chicago Partners Investment Group’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 | $260K | Buy |
2,388
+398
| +20% | +$43.4K | 0.01% | 916 |
|
|
2025
Q1 | $218K | Sell |
1,990
-1,457
| -42% | -$160K | 0.01% | 832 |
|
|
2024
Q4 | $327K | Sell |
3,447
-461
| -12% | -$43.7K | 0.01% | 629 |
|
|
2024
Q3 | $389K | Buy |
+3,908
| New | +$389K | 0.01% | 551 |
|
|
2018
Q4 | – | Sell |
-2,932
| Closed | -$205K | – | 920 |
|
|
2018
Q3 | $205K | Buy |
2,932
+1,466
| +100% | +$103K | 0.03% | 299 |
|
|
2018
Q2 | $95K | Hold |
1,466
| – | – | 0.01% | 395 |
|
|
2018
Q1 | $92K | Hold |
1,466
| – | – | 0.02% | 364 |
|
|
2017
Q4 | $97K | Hold |
1,466
| – | – | 0.02% | 361 |
|
|
2017
Q3 | $92K | Sell |
1,466
-1,466
| -50% | -$92K | 0.02% | 358 |
|
|
2017
Q2 | $176K | Buy |
+2,932
| New | +$176K | 0.05% | 218 |
|