Financial Perspectives’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 | $139K | Hold |
1,338
| – | – | 0.04% | 187 |
|
|
2025
Q1 | $146K | Hold |
1,338
| – | – | 0.05% | 170 |
|
|
2024
Q4 | $126K | Hold |
1,338
| – | – | 0.04% | 190 |
|
|
2024
Q3 | $129K | Hold |
1,338
| – | – | 0.04% | 185 |
|
|
2024
Q2 | $105K | Hold |
1,338
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $110K | Hold |
1,338
| – | – | 0.04% | 193 |
|
|
2023
Q4 | $113K | Hold |
1,338
| – | – | 0.05% | 188 |
|
|
2023
Q3 | $108K | Hold |
1,338
| – | – | 0.05% | 174 |
|
|
2023
Q2 | $118K | Hold |
1,338
| – | – | 0.05% | 165 |
|
|
2023
Q1 | $127K | Hold |
1,338
| – | – | 0.06% | 157 |
|
|
2022
Q4 | $125K | Hold |
1,338
| – | – | 0.06% | 155 |
|
|
2022
Q3 | $120K | Hold |
1,338
| – | – | 0.07% | 156 |
|
|
2022
Q2 | $135K | Hold |
1,338
| – | – | 0.08% | 149 |
|
|
2022
Q1 | $134K | Hold |
1,338
| – | – | 0.06% | 157 |
|
|
2021
Q4 | $130K | Hold |
1,338
| – | – | 0.06% | 153 |
|
|
2021
Q3 | $118K | Hold |
1,338
| – | – | 0.06% | 161 |
|
|
2021
Q2 | $119K | Sell |
1,338
-123,885
| -99% | -$11M | 0.06% | 172 |
|
|
2021
Q1 | $1.34M | Buy |
125,223
+123,885
| +9,259% | +$1.32M | 0.07% | 178 |
|
|
2020
Q4 | $123K | Hold |
1,338
| – | – | 0.07% | 154 |
|
|
2020
Q3 | $130K | Hold |
1,338
| – | – | 0.09% | 134 |
|
|
2020
Q2 | $117K | Hold |
1,338
| – | – | 0.08% | 125 |
|
|
2020
Q1 | $118K | Hold |
1,338
| – | – | 0.1% | 100 |
|
|
2019
Q4 | $123K | Buy |
+1,338
| New | +$123K | 0.08% | 110 |
|