CX Institutional’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 | $184K | Sell |
1,763
-5
| -0.3% | -$522 | 0.01% | 657 |
|
|
2025
Q1 | $193K | Buy |
+1,768
| New | +$193K | 0.01% | 609 |
|
|
2022
Q3 | – | Sell |
-788
| Closed | -$79K | – | 1130 |
|
|
2022
Q2 | $79K | Buy |
+788
| New | +$79K | 0.01% | 589 |
|
|
2021
Q4 | – | Sell |
-418
| Closed | -$37K | – | 897 |
|
|
2021
Q3 | $37K | Buy |
418
+51
| +14% | +$4.51K | ﹤0.01% | 641 |
|
|
2021
Q2 | $33K | Sell |
367
-157
| -30% | -$14.1K | ﹤0.01% | 645 |
|
|
2021
Q1 | $49K | Buy |
524
+111
| +27% | +$10.4K | ﹤0.01% | 499 |
|
|
2020
Q4 | $38K | Buy |
413
+26
| +7% | +$2.39K | ﹤0.01% | 496 |
|
|
2020
Q3 | $38K | Buy |
387
+235
| +155% | +$23.1K | ﹤0.01% | 436 |
|
|
2020
Q2 | $13K | Sell |
152
-37
| -20% | -$3.16K | ﹤0.01% | 526 |
|
|
2020
Q1 | $17K | Buy |
189
+96
| +103% | +$8.64K | ﹤0.01% | 399 |
|
|
2019
Q4 | $9K | Hold |
93
| – | – | ﹤0.01% | 447 |
|
|
2019
Q3 | $9K | Sell |
93
-9
| -9% | -$871 | ﹤0.01% | 483 |
|
|
2019
Q2 | $9K | Buy |
102
+28
| +38% | +$2.47K | ﹤0.01% | 512 |
|
|
2019
Q1 | $6K | Buy |
74
+61
| +469% | +$4.95K | ﹤0.01% | 529 |
|
|
2018
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 519 |
|