Envestnet Portfolio Solutions’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 | $4.87M | Sell |
46,781
-3,011
| -6% | -$314K | 0.02% | 367 |
|
|
2025
Q1 | $5.43M | Sell |
49,792
-21,539
| -30% | -$2.35M | 0.02% | 345 |
|
|
2024
Q4 | $6.71M | Buy |
71,331
+55
| +0.1% | +$5.17K | 0.02% | 336 |
|
|
2024
Q3 | $6.86M | Buy |
71,276
+10,472
| +17% | +$1.01M | 0.02% | 325 |
|
|
2024
Q2 | $4.77M | Buy |
60,804
+4,571
| +8% | +$359K | 0.02% | 382 |
|
|
2024
Q1 | $4.62M | Buy |
56,233
+1,905
| +4% | +$156K | 0.02% | 395 |
|
|
2023
Q4 | $4.57M | Buy |
54,328
+42,594
| +363% | +$3.59M | 0.02% | 343 |
|
|
2023
Q3 | $945K | Buy |
+11,734
| New | +$945K | ﹤0.01% | 760 |
|