GPS Wealth Strategies Group’s WEC Energy WEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $160K | Buy |
1,538
+213
| +16% | +$22.2K | 0.02% | 362 |
|
2025
Q1 | $144K | Sell |
1,325
-123
| -8% | -$13.4K | 0.02% | 377 |
|
2024
Q4 | $136K | Buy |
1,448
+260
| +22% | +$24.5K | 0.02% | 365 |
|
2024
Q3 | $114K | Sell |
1,188
-2,258
| -66% | -$217K | 0.02% | 403 |
|
2024
Q2 | $270K | Buy |
3,446
+270
| +9% | +$21.2K | 0.04% | 221 |
|
2024
Q1 | $261K | Sell |
3,176
-218
| -6% | -$17.9K | 0.04% | 217 |
|
2023
Q4 | $286K | Sell |
3,394
-41
| -1% | -$3.45K | 0.05% | 208 |
|
2023
Q3 | $277K | Buy |
3,435
+244
| +8% | +$19.7K | 0.05% | 203 |
|
2023
Q2 | $282K | Buy |
3,191
+502
| +19% | +$44.3K | 0.05% | 203 |
|
2023
Q1 | $255K | Buy |
+2,689
| New | +$255K | 0.05% | 206 |
|
2022
Q4 | – | Sell |
-2,770
| Closed | -$248K | – | 1081 |
|
2022
Q3 | $248K | Buy |
2,770
+1,880
| +211% | +$168K | 0.06% | 177 |
|
2022
Q2 | $90K | Buy |
890
+650
| +271% | +$65.7K | 0.02% | 339 |
|
2022
Q1 | $24K | Sell |
240
-60
| -20% | -$6K | 0.01% | 562 |
|
2021
Q4 | $29K | Hold |
300
| – | – | 0.01% | 514 |
|
2021
Q3 | $26K | Hold |
300
| – | – | 0.01% | 524 |
|
2021
Q2 | $27K | Sell |
300
-578
| -66% | -$52K | 0.01% | 534 |
|
2021
Q1 | $82K | Buy |
+878
| New | +$82K | 0.02% | 307 |
|