Icon Wealth Advisors’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 | $1.14M | Sell |
10,910
-54
| -0.5% | -$5.63K | 0.08% | 156 |
|
|
2025
Q1 | $1.19M | Buy |
10,964
+135
| +1% | +$14.7K | 0.1% | 144 |
|
|
2024
Q4 | $1.02M | Sell |
10,829
-9
| -0.1% | -$846 | 0.08% | 147 |
|
|
2024
Q3 | $1.04M | Sell |
10,838
-116
| -1% | -$11.2K | 0.09% | 145 |
|
|
2024
Q2 | $943K | Sell |
10,954
-689
| -6% | -$59.3K | 0.08% | 152 |
|
|
2024
Q1 | $956K | Sell |
11,643
-839
| -7% | -$68.9K | 0.09% | 142 |
|
|
2023
Q4 | $1.05M | Buy |
+12,482
| New | +$1.05M | 0.11% | 123 |
|
|
2022
Q4 | $2.21M | Sell |
23,519
-15
| -0.1% | -$1.41K | 0.25% | 90 |
|
|
2022
Q3 | $2.11M | Buy |
+23,534
| New | +$2.11M | 0.26% | 92 |
|