D.J. St. Germain’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 | $167K | Buy |
1,600
+540
| +51% | +$56.3K | 0.01% | 311 |
|
|
2025
Q1 | $116K | Sell |
1,060
-540
| -34% | -$58.8K | 0.01% | 312 |
|
|
2024
Q4 | $150K | Buy |
1,600
+540
| +51% | +$50.8K | 0.01% | 311 |
|
|
2024
Q3 | $102K | Hold |
1,060
| – | – | ﹤0.01% | 319 |
|
|
2024
Q2 | $83.2K | Sell |
1,060
-194
| -15% | -$15.2K | ﹤0.01% | 337 |
|
|
2024
Q1 | $103K | Sell |
1,254
-393
| -24% | -$32.3K | 0.01% | 323 |
|
|
2023
Q4 | $139K | Buy |
1,647
+74
| +5% | +$6.23K | 0.01% | 295 |
|
|
2023
Q3 | $127K | Hold |
1,573
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $139K | Buy |
+1,573
| New | +$139K | 0.01% | 269 |
|
|
2022
Q4 | $14.1K | Buy |
+150
| New | +$14.1K | ﹤0.01% | 262 |
|
|
2022
Q1 | – | Sell |
-2,122
| Closed | -$206K | – | 247 |
|
|
2021
Q4 | $206K | Sell |
2,122
-660
| -24% | -$64.1K | 0.01% | 239 |
|
|
2021
Q3 | $245K | Hold |
2,782
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $247K | Sell |
2,782
-133
| -5% | -$11.8K | 0.02% | 220 |
|
|
2021
Q1 | $273K | Hold |
2,915
| – | – | 0.02% | 205 |
|
|
2020
Q4 | $268K | Hold |
2,915
| – | – | 0.02% | 206 |
|
|
2020
Q3 | $282K | Sell |
2,915
-135
| -4% | -$13.1K | 0.02% | 188 |
|
|
2020
Q2 | $267K | Sell |
3,050
-150
| -5% | -$13.1K | 0.02% | 189 |
|
|
2020
Q1 | $282K | Sell |
3,200
-285
| -8% | -$25.1K | 0.03% | 179 |
|
|
2019
Q4 | $321K | Hold |
3,485
| – | – | 0.03% | 184 |
|
|
2019
Q3 | $331K | Sell |
3,485
-410
| -11% | -$38.9K | 0.04% | 151 |
|
|
2019
Q2 | $325K | Sell |
3,895
-90
| -2% | -$7.51K | 0.04% | 149 |
|
|
2019
Q1 | $315K | Hold |
3,985
| – | – | 0.03% | 148 |
|
|
2018
Q4 | $276K | Buy |
+3,985
| New | +$276K | 0.03% | 151 |
|
|
2018
Q1 | – | Sell |
-4,610
| Closed | -$306K | – | 171 |
|
|
2017
Q4 | $306K | Buy |
+4,610
| New | +$306K | 0.04% | 127 |
|