CRA Financial Services’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 | – | Sell |
-3,051
| Closed | -$332K | – | 283 |
|
|
2025
Q1 | $332K | Hold |
3,051
| – | – | 0.06% | 191 |
|
|
2024
Q4 | $287K | Buy |
3,051
+1
| +0% | +$94 | 0.05% | 205 |
|
|
2024
Q3 | $293K | Hold |
3,050
| – | – | 0.05% | 195 |
|
|
2024
Q2 | $239K | Hold |
3,050
| – | – | 0.05% | 215 |
|
|
2024
Q1 | $250K | Sell |
3,050
-7
| -0.2% | -$575 | 0.05% | 206 |
|
|
2023
Q4 | $257K | Buy |
3,057
+27
| +0.9% | +$2.27K | 0.06% | 185 |
|
|
2023
Q3 | $244K | Hold |
3,030
| – | – | 0.07% | 180 |
|
|
2023
Q2 | $267K | Hold |
3,030
| – | – | 0.07% | 164 |
|
|
2023
Q1 | $287K | Hold |
3,030
| – | – | 0.09% | 153 |
|
|
2022
Q4 | $284K | Hold |
3,030
| – | – | 0.09% | 149 |
|
|
2022
Q3 | $271K | Hold |
3,030
| – | – | 0.1% | 148 |
|
|
2022
Q2 | $305K | Hold |
3,030
| – | – | 0.1% | 149 |
|
|
2022
Q1 | $302K | Hold |
3,030
| – | – | 0.09% | 149 |
|
|
2021
Q4 | $294K | Hold |
3,030
| – | – | 0.09% | 160 |
|
|
2021
Q3 | $267K | Hold |
3,030
| – | – | 0.09% | 160 |
|
|
2021
Q2 | $270K | Hold |
3,030
| – | – | 0.09% | 154 |
|
|
2021
Q1 | $284K | Hold |
3,030
| – | – | 0.11% | 132 |
|
|
2020
Q4 | $279K | Hold |
3,030
| – | – | 0.12% | 122 |
|
|
2020
Q3 | $294K | Sell |
3,030
-9
| -0.3% | -$873 | 0.14% | 110 |
|
|
2020
Q2 | $266K | Hold |
3,039
| – | – | 0.14% | 111 |
|
|
2020
Q1 | $268K | Hold |
3,039
| – | – | 0.17% | 104 |
|
|
2019
Q4 | $280K | Buy |
3,039
+9
| +0.3% | +$829 | 0.15% | 112 |
|
|
2019
Q3 | $288K | Hold |
3,030
| – | – | 0.17% | 108 |
|
|
2019
Q2 | $253K | Hold |
3,030
| – | – | 0.15% | 119 |
|
|
2019
Q1 | $240K | Hold |
3,030
| – | – | 0.16% | 122 |
|
|
2018
Q4 | $210K | Buy |
+3,030
| New | +$210K | 0.15% | 123 |
|