Cornerstone Planning Group’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 | $14.9K | Sell |
135
-54
| -29% | -$5.94K | ﹤0.01% | 476 |
|
|
2025
Q1 | $20.6K | Buy |
189
+58
| +44% | +$6.31K | ﹤0.01% | 405 |
|
|
2024
Q4 | $13.2K | Buy |
131
+4
| +3% | +$404 | ﹤0.01% | 373 |
|
|
2024
Q3 | $12.1K | Sell |
127
-23
| -15% | -$2.19K | ﹤0.01% | 382 |
|
|
2024
Q2 | $13.2K | Sell |
150
-47
| -24% | -$4.15K | ﹤0.01% | 381 |
|
|
2024
Q1 | $16.4K | Buy |
197
+28
| +17% | +$2.33K | 0.01% | 321 |
|
|
2023
Q4 | $14.2K | Sell |
169
-8
| -5% | -$673 | ﹤0.01% | 369 |
|
|
2023
Q3 | $14.3K | Sell |
177
-13
| -7% | -$1.05K | 0.01% | 353 |
|
|
2023
Q2 | $16.8K | Buy |
+190
| New | +$16.8K | 0.01% | 470 |
|
|
2022
Q4 | $44K | Buy |
+479
| New | +$44K | 0.02% | 291 |
|