Harbour Investments’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 | $4.63M | Buy |
44,437
+4,257
| +11% | +$444K | 0.12% | 156 |
|
|
2025
Q1 | $4.38M | Buy |
40,180
+6,009
| +18% | +$655K | 0.13% | 152 |
|
|
2024
Q4 | $3.21M | Buy |
34,171
+7,998
| +31% | +$752K | 0.09% | 192 |
|
|
2024
Q3 | $2.52M | Sell |
26,173
-1,405
| -5% | -$135K | 0.08% | 225 |
|
|
2024
Q2 | $2.16M | Buy |
27,578
+377
| +1% | +$29.6K | 0.07% | 238 |
|
|
2024
Q1 | $2.23M | Sell |
27,201
-1,515
| -5% | -$124K | 0.08% | 230 |
|
|
2023
Q4 | $2.42M | Buy |
28,716
+4,266
| +17% | +$359K | 0.1% | 196 |
|
|
2023
Q3 | $1.97M | Buy |
24,450
+1,447
| +6% | +$117K | 0.1% | 197 |
|
|
2023
Q2 | $2.03M | Sell |
23,003
-1,071
| -4% | -$94.5K | 0.1% | 201 |
|
|
2023
Q1 | $2.28M | Sell |
24,074
-199
| -0.8% | -$18.9K | 0.12% | 156 |
|
|
2022
Q4 | $2.28M | Sell |
24,273
-4,486
| -16% | -$421K | 0.14% | 141 |
|
|
2022
Q3 | $2.89M | Hold |
28,759
| – | – | 0.2% | 95 |
|
|
2022
Q2 | $2.89M | Buy |
+28,759
| New | +$2.89M | 0.2% | 95 |
|
|
2021
Q4 | $2.6M | Sell |
26,745
-63,372
| -70% | -$6.15M | 0.15% | 131 |
|
|
2021
Q3 | $7.95M | Buy |
90,117
+2,480
| +3% | +$219K | 0.25% | 72 |
|
|
2021
Q2 | $7.8M | Sell |
87,637
-2,246
| -2% | -$200K | 0.25% | 75 |
|
|
2021
Q1 | $8.41M | Buy |
+89,883
| New | +$8.41M | 0.3% | 61 |
|