Dakota Wealth Management’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 | $610K | Sell |
5,852
-765
| -12% | -$79.7K | 0.01% | 482 |
|
|
2025
Q1 | $721K | Sell |
6,617
-150
| -2% | -$16.3K | 0.02% | 435 |
|
|
2024
Q4 | $636K | Sell |
6,767
-2
| -0% | -$188 | 0.01% | 457 |
|
|
2024
Q3 | $651K | Sell |
6,769
-337
| -5% | -$32.4K | 0.01% | 455 |
|
|
2024
Q2 | $558K | Sell |
7,106
-514
| -7% | -$40.3K | 0.01% | 486 |
|
|
2024
Q1 | $626K | Buy |
7,620
+366
| +5% | +$30.1K | 0.02% | 468 |
|
|
2023
Q4 | $611K | Buy |
7,254
+534
| +8% | +$44.9K | 0.02% | 391 |
|
|
2023
Q3 | $541K | Sell |
6,720
-986
| -13% | -$79.4K | 0.02% | 390 |
|
|
2023
Q2 | $680K | Sell |
7,706
-5,213
| -40% | -$460K | 0.03% | 321 |
|
|
2023
Q1 | $1.22M | Sell |
12,919
-7,241
| -36% | -$686K | 0.08% | 201 |
|
|
2022
Q4 | $1.89M | Sell |
20,160
-275
| -1% | -$25.8K | 0.13% | 156 |
|
|
2022
Q3 | $1.83M | Buy |
+20,435
| New | +$1.83M | 0.15% | 152 |
|