CYG
Clean Yield Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.3K | Hold |
867
| – | – | 0.03% | 176 |
|
|
2025
Q1 | $94.5K | Buy |
867
+97
| +13% | +$10.6K | 0.03% | 172 |
|
|
2024
Q4 | $72.4K | Sell |
770
-200
| -21% | -$18.8K | 0.02% | 204 |
|
|
2024
Q3 | $93.3K | Hold |
970
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $76.1K | Sell |
970
-500
| -34% | -$39.2K | 0.03% | 193 |
|
|
2024
Q1 | $121K | Hold |
1,470
| – | – | 0.05% | 161 |
|
|
2023
Q4 | $124K | Hold |
1,470
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $122K | Hold |
1,470
| – | – | 0.05% | 156 |
|
|
2023
Q2 | $130K | Sell |
1,470
-200
| -12% | -$17.6K | 0.05% | 155 |
|
|
2023
Q1 | $158K | Hold |
1,670
| – | – | 0.07% | 140 |
|
|
2022
Q4 | $157K | Hold |
1,670
| – | – | 0.07% | 146 |
|
|
2022
Q3 | $149K | Hold |
1,670
| – | – | 0.07% | 143 |
|
|
2022
Q2 | $168K | Hold |
1,670
| – | – | 0.07% | 146 |
|
|
2022
Q1 | $167K | Hold |
1,670
| – | – | 0.06% | 154 |
|
|
2021
Q4 | $162K | Hold |
1,670
| – | – | 0.05% | 168 |
|
|
2021
Q3 | $147K | Hold |
1,670
| – | – | 0.05% | 175 |
|
|
2021
Q2 | $149K | Buy |
+1,670
| New | +$149K | 0.05% | 168 |
|
|
2021
Q1 | – | Sell |
-1,670
| Closed | -$154K | – | 380 |
|
|
2020
Q4 | $154K | Sell |
1,670
-32
| -2% | -$2.95K | 0.06% | 154 |
|
|
2020
Q3 | $165K | Buy |
1,702
+32
| +2% | +$3.1K | 0.07% | 133 |
|
|
2020
Q2 | $146K | Hold |
1,670
| – | – | 0.06% | 138 |
|
|
2020
Q1 | $147K | Hold |
1,670
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $154K | Hold |
1,670
| – | – | 0.05% | 157 |
|
|
2019
Q3 | $159K | Hold |
1,670
| – | – | 0.05% | 153 |
|
|
2019
Q2 | $139K | Hold |
1,670
| – | – | 0.05% | 152 |
|
|
2019
Q1 | $132K | Hold |
1,670
| – | – | 0.05% | 145 |
|
|
2018
Q4 | $116K | Buy |
+1,670
| New | +$116K | 0.05% | 151 |
|
|
2017
Q2 | – | Sell |
-10,976
| Closed | -$665K | – | 268 |
|
|
2017
Q1 | $665K | Buy |
10,976
+1,670
| +18% | +$101K | 0.28% | 78 |
|
|
2016
Q4 | $546K | Hold |
9,306
| – | – | 0.25% | 84 |
|
|
2016
Q3 | $557K | Hold |
9,306
| – | – | 0.24% | 83 |
|
|
2016
Q2 | $608K | Hold |
9,306
| – | – | 0.26% | 80 |
|
|
2016
Q1 | $545K | Hold |
9,306
| – | – | 0.24% | 80 |
|
|
2015
Q4 | $495K | Hold |
9,306
| – | – | 0.24% | 84 |
|
|
2015
Q3 | $483K | Buy |
+9,306
| New | +$483K | 0.23% | 85 |
|