CWS Financial Advisors’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 | $360K | Buy |
3,452
+148
| +4% | +$15.4K | 0.1% | 101 |
|
|
2025
Q1 | $360K | Buy |
3,304
+11
| +0.3% | +$1.2K | 0.11% | 96 |
|
|
2024
Q4 | $310K | Buy |
3,293
+1,212
| +58% | +$114K | 0.1% | 98 |
|
|
2024
Q3 | $200K | Buy |
+2,081
| New | +$200K | 0.07% | 119 |
|
|
2023
Q4 | – | Sell |
-2,763
| Closed | -$223K | – | 176 |
|
|
2023
Q3 | $223K | Sell |
2,763
-106
| -4% | -$8.54K | 0.09% | 128 |
|
|
2023
Q2 | $253K | Buy |
2,869
+115
| +4% | +$10.1K | 0.1% | 122 |
|
|
2023
Q1 | $261K | Buy |
+2,754
| New | +$261K | 0.1% | 121 |
|
|
2020
Q3 | – | Sell |
-4,786
| Closed | -$419K | – | 130 |
|
|
2020
Q2 | $419K | Sell |
4,786
-61
| -1% | -$5.34K | 0.3% | 74 |
|
|
2020
Q1 | $447K | Hold |
4,847
| – | – | 0.33% | 72 |
|
|
2019
Q4 | $447K | Buy |
+4,847
| New | +$447K | 0.33% | 71 |
|