Cypress Wealth 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 | $312K | Buy |
2,994
+24
| +0.8% | +$2.5K | 0.06% | 224 |
|
|
2025
Q1 | $324K | Sell |
2,970
-143
| -5% | -$15.6K | 0.07% | 204 |
|
|
2024
Q4 | $293K | Buy |
3,113
+25
| +0.8% | +$2.35K | 0.06% | 209 |
|
|
2024
Q3 | $297K | Buy |
3,088
+28
| +0.9% | +$2.69K | 0.06% | 205 |
|
|
2024
Q2 | $240K | Buy |
+3,060
| New | +$240K | 0.05% | 223 |
|