Gries Financial’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 | $1.93M | Buy |
18,547
+1,075
| +6% | +$112K | 0.35% | 62 |
|
|
2025
Q1 | $1.9M | Sell |
17,472
-2,119
| -11% | -$231K | 0.37% | 58 |
|
|
2024
Q4 | $1.84M | Sell |
19,591
-103
| -0.5% | -$9.69K | 0.33% | 70 |
|
|
2024
Q3 | $1.89M | Sell |
19,694
-4,872
| -20% | -$469K | 0.35% | 71 |
|
|
2024
Q2 | $1.93M | Buy |
+24,566
| New | +$1.93M | 0.4% | 66 |
|