EWM
Empirical Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
35,496
-1,573
| -4% | -$164K | 0.08% | 153 |
|
|
2025
Q1 | $4.04M | Buy |
37,069
+1,614
| +5% | +$176K | 0.1% | 143 |
|
|
2024
Q4 | $3.33M | Sell |
35,455
-2,330
| -6% | -$219K | 0.09% | 143 |
|
|
2024
Q3 | $3.63M | Sell |
37,785
-11
| -0% | -$1.06K | 0.1% | 140 |
|
|
2024
Q2 | $2.97M | Buy |
37,796
+54
| +0.1% | +$4.24K | 0.09% | 140 |
|
|
2024
Q1 | $3.1M | Sell |
37,742
-547
| -1% | -$44.9K | 0.09% | 135 |
|
|
2023
Q4 | $3.22M | Buy |
+38,289
| New | +$3.22M | 0.11% | 128 |
|
|
2021
Q1 | – | Sell |
-2,478
| Closed | -$228K | – | 418 |
|
|
2020
Q4 | $228K | Hold |
2,478
| – | – | 0.02% | 324 |
|
|
2020
Q3 | $240K | Hold |
2,478
| – | – | 0.02% | 301 |
|
|
2020
Q2 | $217K | Sell |
2,478
-112
| -4% | -$9.81K | 0.02% | 305 |
|
|
2020
Q1 | $228K | Buy |
+2,590
| New | +$228K | 0.02% | 280 |
|