Connecticut Wealth Management’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 | $216K | Buy |
2,076
+9
| +0.4% | +$938 | 0.01% | 295 |
|
|
2025
Q1 | $225K | Buy |
+2,067
| New | +$225K | 0.01% | 285 |
|
|
2024
Q2 | – | Sell |
-2,953
| Closed | -$243K | – | 344 |
|
|
2024
Q1 | $243K | Sell |
2,953
-575
| -16% | -$47.2K | 0.01% | 292 |
|
|
2023
Q4 | $297K | Sell |
3,528
-200
| -5% | -$16.8K | 0.02% | 266 |
|
|
2023
Q3 | $300K | Buy |
+3,728
| New | +$300K | 0.02% | 228 |
|
|
2022
Q3 | – | Sell |
-2,019
| Closed | -$203K | – | 203 |
|
|
2022
Q2 | $203K | Buy |
+2,019
| New | +$203K | 0.02% | 181 |
|