Covestor’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 | $25K | Buy |
244
+4
| +2% | +$410 | 0.01% | 1175 |
|
|
2025
Q1 | $26K | Buy |
240
+42
| +21% | +$4.55K | 0.02% | 1111 |
|
|
2024
Q4 | $19K | Sell |
198
-113
| -36% | -$10.8K | 0.01% | 1232 |
|
|
2024
Q3 | $30K | Sell |
311
-3
| -1% | -$289 | 0.02% | 1069 |
|
|
2024
Q2 | $25K | Buy |
314
+123
| +64% | +$9.79K | 0.02% | 1127 |
|
|
2024
Q1 | $16K | Sell |
191
-5
| -3% | -$419 | 0.01% | 1301 |
|
|
2023
Q4 | $17K | Sell |
196
-8
| -4% | -$694 | 0.01% | 1265 |
|
|
2023
Q3 | $16K | Sell |
204
-10
| -5% | -$784 | 0.01% | 1213 |
|
|
2023
Q2 | $19K | Sell |
214
-3
| -1% | -$266 | 0.01% | 1172 |
|
|
2023
Q1 | $21K | Buy |
217
+19
| +10% | +$1.84K | 0.02% | 997 |
|
|
2022
Q4 | $19K | Sell |
198
-9
| -4% | -$864 | 0.02% | 1055 |
|
|
2022
Q3 | $19K | Sell |
207
-575
| -74% | -$52.8K | 0.02% | 1015 |
|
|
2022
Q2 | $79K | Sell |
782
-393
| -33% | -$39.7K | 0.06% | 532 |
|
|
2022
Q1 | $117K | Buy |
1,175
+531
| +82% | +$52.9K | 0.08% | 406 |
|
|
2021
Q4 | $63K | Buy |
+644
| New | +$63K | 0.09% | 404 |
|