HFR 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 | $10.6M | Buy |
101,857
+1,220
| +1% | +$127K | 2.56% | 21 |
|
|
2025
Q1 | $11M | Buy |
100,637
+284
| +0.3% | +$31K | 2.67% | 20 |
|
|
2024
Q4 | $9.44M | Buy |
100,353
+411
| +0.4% | +$38.7K | 2.33% | 24 |
|
|
2024
Q3 | $9.61M | Buy |
99,942
+1,829
| +2% | +$176K | 2.33% | 27 |
|
|
2024
Q2 | $7.7M | Buy |
98,113
+1,342
| +1% | +$105K | 1.96% | 29 |
|
|
2024
Q1 | $7.95M | Buy |
96,771
+2,469
| +3% | +$203K | 2.01% | 32 |
|
|
2023
Q4 | $7.94M | Buy |
94,302
+1,484
| +2% | +$125K | 2.15% | 31 |
|
|
2023
Q3 | $7.48M | Sell |
92,818
-50
| -0.1% | -$4.03K | 2.19% | 32 |
|
|
2023
Q2 | $8.2M | Buy |
92,868
+46
| +0% | +$4.06K | 2.28% | 30 |
|
|
2023
Q1 | $8.8M | Buy |
92,822
+641
| +0.7% | +$60.8K | 2.5% | 23 |
|
|
2022
Q4 | $8.64M | Buy |
92,181
+173
| +0.2% | +$16.2K | 2.51% | 25 |
|
|
2022
Q3 | $8.23M | Sell |
92,008
-791
| -0.9% | -$70.7K | 2.68% | 20 |
|
|
2022
Q2 | $9.34M | Buy |
92,799
+704
| +0.8% | +$70.8K | 2.82% | 12 |
|
|
2022
Q1 | $9.19M | Buy |
92,095
+1,043
| +1% | +$104K | 2.43% | 24 |
|
|
2021
Q4 | $8.84M | Buy |
91,052
+2,500
| +3% | +$243K | 2.22% | 27 |
|
|
2021
Q3 | $7.81M | Buy |
88,552
+3,359
| +4% | +$296K | 2.27% | 27 |
|
|
2021
Q2 | $7.58M | Buy |
+85,193
| New | +$7.58M | 2.28% | 29 |
|