Eagle Bay Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$9.44K | – | 944 |
|
|
2024
Q4 | $9.44K | Hold |
100
| – | – | 0.01% | 573 |
|
|
2024
Q3 | $9.66K | Hold |
100
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $7.88K | Hold |
100
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $8.25K | Hold |
100
| – | – | 0.01% | 617 |
|
|
2023
Q4 | $8.42K | Sell |
100
-1
| -1% | -$84 | 0.01% | 554 |
|
|
2023
Q3 | $8.12K | Buy |
101
+1
| +1% | +$80 | ﹤0.01% | 623 |
|
|
2023
Q2 | $8.86K | Hold |
100
| – | – | 0.01% | 608 |
|
|
2023
Q1 | $9.52K | Hold |
100
| – | – | 0.01% | 600 |
|
|
2022
Q4 | $9.41K | Hold |
100
| – | – | 0.01% | 602 |
|
|
2022
Q3 | $9K | Hold |
100
| – | – | 0.01% | 611 |
|
|
2022
Q2 | $10.1K | Buy |
+100
| New | +$10.1K | 0.01% | 634 |
|
|
2022
Q1 | – | Sell |
-131
| Closed | -$13K | – | 959 |
|
|
2021
Q4 | $13K | Sell |
131
-108
| -45% | -$10.7K | 0.01% | 640 |
|
|
2021
Q3 | $22K | Buy |
239
+165
| +223% | +$15.2K | 0.01% | 580 |
|
|
2021
Q2 | $8K | Buy |
+74
| New | +$8K | 0.01% | 709 |
|