Drake & Associates’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 | $939K | Buy |
9,012
+1,940
| +27% | +$202K | 0.23% | 48 |
|
|
2025
Q1 | $771K | Sell |
7,072
-1,384
| -16% | -$151K | 0.22% | 47 |
|
|
2024
Q4 | $861K | Buy |
8,456
+2,240
| +36% | +$228K | 0.25% | 47 |
|
|
2024
Q3 | $598K | Buy |
6,216
+120
| +2% | +$11.5K | 0.19% | 42 |
|
|
2024
Q2 | $478K | Buy |
6,096
+114
| +2% | +$8.94K | 0.17% | 41 |
|
|
2024
Q1 | $491K | Buy |
5,982
+14
| +0.2% | +$1.15K | 0.18% | 41 |
|
|
2023
Q4 | $502K | Buy |
5,968
+49
| +0.8% | +$4.12K | 0.21% | 36 |
|
|
2023
Q3 | $477K | Sell |
5,919
-96
| -2% | -$7.73K | 0.22% | 40 |
|
|
2023
Q2 | $531K | Sell |
6,015
-77
| -1% | -$6.8K | 0.24% | 31 |
|
|
2023
Q1 | $577K | Buy |
6,092
+121
| +2% | +$11.5K | 0.28% | 30 |
|
|
2022
Q4 | $560K | Buy |
5,971
+9
| +0.2% | +$844 | 0.3% | 27 |
|
|
2022
Q3 | $533K | Buy |
5,962
+255
| +4% | +$22.8K | 0.3% | 22 |
|
|
2022
Q2 | $574K | Buy |
+5,707
| New | +$574K | 0.32% | 19 |
|