Harbor Investment Advisory’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 | $8.23K | Hold |
79
| – | – | ﹤0.01% | 922 |
|
|
2025
Q1 | $8.61K | Hold |
79
| – | – | ﹤0.01% | 898 |
|
|
2024
Q4 | $7.43K | Hold |
79
| – | – | ﹤0.01% | 911 |
|
|
2024
Q3 | $7.6K | Sell |
79
-3
| -4% | -$289 | ﹤0.01% | 916 |
|
|
2024
Q2 | $6.43K | Buy |
82
+43
| +110% | +$3.37K | ﹤0.01% | 934 |
|
|
2024
Q1 | $3.2K | Buy |
39
+8
| +26% | +$657 | ﹤0.01% | 1030 |
|
|
2023
Q4 | $2.61K | Hold |
31
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q3 | $2.5K | Sell |
31
-1,213
| -98% | -$97.7K | ﹤0.01% | 1015 |
|
|
2023
Q2 | $110K | Hold |
1,244
| – | – | 0.02% | 476 |
|
|
2023
Q1 | $118K | Hold |
1,244
| – | – | 0.02% | 454 |
|
|
2022
Q4 | $117K | Buy |
1,244
+20
| +2% | +$1.88K | 0.02% | 455 |
|
|
2022
Q3 | $109K | Hold |
1,224
| – | – | 0.02% | 447 |
|
|
2022
Q2 | $123K | Hold |
1,224
| – | – | 0.02% | 447 |
|
|
2022
Q1 | $122K | Hold |
1,224
| – | – | 0.02% | 486 |
|
|
2021
Q4 | $119K | Hold |
1,224
| – | – | 0.02% | 495 |
|
|
2021
Q3 | $108K | Hold |
1,224
| – | – | 0.01% | 506 |
|
|
2021
Q2 | $109K | Hold |
1,224
| – | – | 0.01% | 498 |
|
|
2021
Q1 | $115K | Hold |
1,224
| – | – | 0.02% | 448 |
|
|
2020
Q4 | $113K | Buy |
1,224
+371
| +43% | +$34.3K | 0.02% | 422 |
|
|
2020
Q3 | $83K | Buy |
853
+404
| +90% | +$39.3K | 0.02% | 400 |
|
|
2020
Q2 | $39K | Buy |
449
+11
| +3% | +$955 | 0.01% | 484 |
|
|
2020
Q1 | $39K | Buy |
+438
| New | +$39K | 0.01% | 451 |
|