CreativeOne 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 | $564K | Buy |
5,410
+1,319
| +32% | +$137K | 0.01% | 693 |
|
|
2025
Q1 | $446K | Buy |
4,091
+739
| +22% | +$80.5K | 0.01% | 719 |
|
|
2024
Q4 | $315K | Buy |
+3,352
| New | +$315K | 0.01% | 859 |
|
|
2024
Q3 | – | Sell |
-2,671
| Closed | -$210K | – | 986 |
|
|
2024
Q2 | $210K | Buy |
+2,671
| New | +$210K | 0.01% | 717 |
|
|
2023
Q3 | – | Sell |
-3,417
| Closed | -$302K | – | 830 |
|
|
2023
Q2 | $302K | Sell |
3,417
-110
| -3% | -$9.72K | 0.01% | 642 |
|
|
2023
Q1 | $334K | Buy |
3,527
+1,202
| +52% | +$114K | 0.02% | 597 |
|
|
2022
Q4 | $218K | Buy |
+2,325
| New | +$218K | 0.01% | 672 |
|