IEQ Capital’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 | $256K | Buy |
2,461
+217
| +10% | +$22.6K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $245K | Sell |
2,244
-182
| -8% | -$19.8K | ﹤0.01% | 1273 |
|
|
2024
Q4 | $228K | Sell |
2,426
-8,231
| -77% | -$774K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $1.02M | Buy |
10,657
+4,641
| +77% | +$446K | 0.01% | 542 |
|
|
2024
Q2 | $472K | Buy |
6,016
+900
| +18% | +$70.6K | 0.01% | 679 |
|
|
2024
Q1 | $420K | Sell |
5,116
-887
| -15% | -$72.8K | 0.01% | 686 |
|
|
2023
Q4 | $505K | Sell |
6,003
-1,939
| -24% | -$163K | 0.01% | 576 |
|
|
2023
Q3 | $640K | Sell |
7,942
-1,614
| -17% | -$130K | 0.01% | 496 |
|
|
2023
Q2 | $843K | Buy |
9,556
+2,844
| +42% | +$251K | 0.02% | 433 |
|
|
2023
Q1 | $636K | Buy |
6,712
+1,535
| +30% | +$146K | 0.01% | 499 |
|
|
2022
Q4 | $485K | Sell |
5,177
-5,277
| -50% | -$495K | 0.01% | 521 |
|
|
2022
Q3 | $935K | Buy |
10,454
+4,891
| +88% | +$437K | 0.03% | 381 |
|
|
2022
Q2 | $560K | Buy |
5,563
+1,584
| +40% | +$159K | 0.02% | 452 |
|
|
2022
Q1 | $397K | Buy |
3,979
+474
| +14% | +$47.3K | 0.01% | 561 |
|
|
2021
Q4 | $340K | Buy |
3,505
+272
| +8% | +$26.4K | 0.01% | 554 |
|
|
2021
Q3 | $285K | Buy |
3,233
+533
| +20% | +$47K | 0.01% | 572 |
|
|
2021
Q2 | $240K | Buy |
2,700
+397
| +17% | +$35.3K | 0.01% | 531 |
|
|
2021
Q1 | $216K | Buy |
+2,303
| New | +$216K | 0.01% | 446 |
|