Choreo LLC’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 | $1.03M | Buy |
9,915
+1,561
| +19% | +$163K | 0.01% | 581 |
|
|
2025
Q1 | $910K | Sell |
8,354
-302
| -3% | -$32.9K | 0.01% | 586 |
|
|
2024
Q4 | $815K | Sell |
8,656
-158
| -2% | -$14.9K | 0.01% | 658 |
|
|
2024
Q3 | $853K | Buy |
8,814
+884
| +11% | +$85.5K | 0.01% | 635 |
|
|
2024
Q2 | $617K | Buy |
+7,930
| New | +$617K | 0.01% | 718 |
|
|
2023
Q4 | – | Sell |
-3,235
| Closed | -$261K | – | 629 |
|
|
2023
Q3 | $261K | Buy |
3,235
+273
| +9% | +$22K | 0.01% | 395 |
|
|
2023
Q2 | $261K | Sell |
2,962
-23
| -0.8% | -$2.03K | 0.01% | 397 |
|
|
2023
Q1 | $283K | Buy |
+2,985
| New | +$283K | 0.01% | 400 |
|
|
2022
Q2 | – | Sell |
-2,679
| Closed | -$267K | – | 246 |
|
|
2022
Q1 | $267K | Hold |
2,679
| – | – | 0.01% | 190 |
|
|
2021
Q4 | $260K | Buy |
2,679
+80
| +3% | +$7.76K | 0.01% | 198 |
|
|
2021
Q3 | $229K | Buy |
+2,599
| New | +$229K | 0.01% | 194 |
|