Forum Financial Management’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 | $603K | Buy |
5,786
+4
| +0.1% | +$417 | 0.01% | 347 |
|
|
2025
Q1 | $630K | Sell |
5,782
-34
| -0.6% | -$3.71K | 0.01% | 293 |
|
|
2024
Q4 | $547K | Buy |
5,816
+1,206
| +26% | +$113K | 0.01% | 346 |
|
|
2024
Q3 | $443K | Buy |
4,610
+1
| +0% | +$96 | 0.01% | 370 |
|
|
2024
Q2 | $362K | Sell |
4,609
-60
| -1% | -$4.71K | 0.01% | 411 |
|
|
2024
Q1 | $383K | Hold |
4,669
| – | – | 0.01% | 413 |
|
|
2023
Q4 | $393K | Hold |
4,669
| – | – | 0.01% | 363 |
|
|
2023
Q3 | $376K | Hold |
4,669
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $412K | Buy |
4,669
+7
| +0.2% | +$618 | 0.01% | 336 |
|
|
2023
Q1 | $442K | Buy |
4,662
+1
| +0% | +$95 | 0.01% | 291 |
|
|
2022
Q4 | $437K | Hold |
4,661
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $417K | Hold |
4,661
| – | – | 0.02% | 263 |
|
|
2022
Q2 | $469K | Hold |
4,661
| – | – | 0.02% | 244 |
|
|
2022
Q1 | $465K | Sell |
4,661
-360
| -7% | -$35.9K | 0.02% | 255 |
|
|
2021
Q4 | $487K | Buy |
+5,021
| New | +$487K | 0.03% | 256 |
|