HB Wealth 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 | $922K | Sell |
8,848
-120
| -1% | -$12.5K | 0.01% | 539 |
|
|
2025
Q1 | $977K | Buy |
8,968
+1,456
| +19% | +$159K | 0.01% | 538 |
|
|
2024
Q4 | $706K | Buy |
7,512
+3,423
| +84% | +$322K | 0.01% | 505 |
|
|
2024
Q3 | $393K | Buy |
4,089
+35
| +0.9% | +$3.37K | ﹤0.01% | 661 |
|
|
2024
Q2 | $318K | Buy |
4,054
+1,214
| +43% | +$95.3K | ﹤0.01% | 684 |
|
|
2024
Q1 | $233K | Sell |
2,840
-3,008
| -51% | -$247K | ﹤0.01% | 744 |
|
|
2023
Q4 | $492K | Sell |
5,848
-3,817
| -39% | -$321K | 0.01% | 471 |
|
|
2023
Q3 | $779K | Buy |
9,665
+3,485
| +56% | +$281K | 0.01% | 338 |
|
|
2023
Q2 | $545K | Buy |
6,180
+401
| +7% | +$35.4K | 0.01% | 394 |
|
|
2023
Q1 | $548K | Buy |
5,779
+2,219
| +62% | +$210K | 0.01% | 395 |
|
|
2022
Q4 | $334K | Buy |
3,560
+585
| +20% | +$54.9K | 0.01% | 489 |
|
|
2022
Q3 | $266K | Sell |
2,975
-2,620
| -47% | -$234K | 0.01% | 467 |
|
|
2022
Q2 | $563K | Buy |
5,595
+3,460
| +162% | +$348K | 0.01% | 324 |
|
|
2022
Q1 | $213K | Buy |
+2,135
| New | +$213K | ﹤0.01% | 549 |
|