Continuum Advisory’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 | $300K | Sell |
2,883
-1,437
| -33% | -$150K | 0.04% | 334 |
|
|
2025
Q1 | $471K | Sell |
4,320
-294
| -6% | -$32K | 0.06% | 238 |
|
|
2024
Q4 | $434K | Buy |
4,614
+265
| +6% | +$24.9K | 0.06% | 261 |
|
|
2024
Q3 | $418K | Buy |
4,349
+1,711
| +65% | +$164K | 0.05% | 270 |
|
|
2024
Q2 | $207K | Buy |
2,638
+1,297
| +97% | +$102K | 0.03% | 368 |
|
|
2024
Q1 | $115K | Buy |
+1,341
| New | +$115K | 0.02% | 467 |
|