CVA Family Office’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 | $36.6K | Buy |
351
+16
| +5% | +$1.67K | 0.01% | 588 |
|
|
2025
Q1 | $36.5K | Buy |
335
+38
| +13% | +$4.14K | 0.01% | 573 |
|
|
2024
Q4 | $27.9K | Buy |
297
+275
| +1,250% | +$25.9K | ﹤0.01% | 622 |
|
|
2024
Q3 | $2.12K | Buy |
22
+16
| +267% | +$1.54K | ﹤0.01% | 973 |
|
|
2024
Q2 | $471 | Sell |
6
-14
| -70% | -$1.1K | ﹤0.01% | 1234 |
|
|
2024
Q1 | $1.64K | Hold |
20
| – | – | ﹤0.01% | 953 |
|
|
2023
Q4 | $1.68K | Buy |
+20
| New | +$1.68K | ﹤0.01% | 922 |
|
|
2023
Q3 | – | Sell |
-355
| Closed | -$31.3K | – | 954 |
|
|
2023
Q2 | $31.3K | Sell |
355
-5
| -1% | -$441 | 0.01% | 539 |
|
|
2023
Q1 | $34.1K | Sell |
360
-15
| -4% | -$1.42K | 0.01% | 506 |
|
|
2022
Q4 | $35.2K | Sell |
375
-305
| -45% | -$28.6K | 0.01% | 469 |
|
|
2022
Q3 | $61K | Hold |
680
| – | – | 0.02% | 323 |
|
|
2022
Q2 | $68K | Hold |
680
| – | – | 0.02% | 304 |
|
|
2022
Q1 | $68K | Buy |
680
+250
| +58% | +$25K | 0.02% | 334 |
|
|
2021
Q4 | $42K | Buy |
+430
| New | +$42K | 0.01% | 390 |
|
|
2021
Q3 | – | Sell |
-550
| Closed | -$49K | – | 884 |
|
|
2021
Q2 | $49K | Buy |
550
+120
| +28% | +$10.7K | 0.01% | 372 |
|
|
2021
Q1 | $40K | Buy |
+430
| New | +$40K | 0.02% | 300 |
|