Corient Private Wealth’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 | $45.7M | Buy |
438,053
+210,171
| +92% | +$21.9M | 0.05% | 274 |
|
|
2025
Q1 | $24.8M | Sell |
227,882
-9,365
| -4% | -$1.02M | 0.04% | 353 |
|
|
2024
Q4 | $22.3M | Sell |
237,247
-24,594
| -9% | -$2.31M | 0.04% | 375 |
|
|
2024
Q3 | $25.2M | Buy |
261,841
+13,011
| +5% | +$1.25M | 0.04% | 367 |
|
|
2024
Q2 | $19.5M | Sell |
248,830
-4,744
| -2% | -$372K | 0.03% | 387 |
|
|
2024
Q1 | $20.8M | Sell |
253,574
-9,204
| -4% | -$756K | 0.04% | 383 |
|
|
2023
Q4 | $22.1M | Buy |
262,778
+133,931
| +104% | +$11.3M | 0.04% | 370 |
|
|
2023
Q3 | $10.4M | Sell |
128,847
-6,380
| -5% | -$513K | 0.02% | 470 |
|
|
2023
Q2 | $11.9M | Sell |
135,227
-6,035
| -4% | -$532K | 0.03% | 444 |
|
|
2023
Q1 | $13.4M | Buy |
141,262
+15,813
| +13% | +$1.5M | 0.04% | 385 |
|
|
2022
Q4 | $11.8M | Buy |
+125,449
| New | +$11.8M | 0.04% | 342 |
|