Independent Wealth Network’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 | $257K | Buy |
2,464
+194
| +9% | +$20.2K | 0.09% | 215 |
|
|
2025
Q1 | $247K | Buy |
2,270
+18
| +0.8% | +$1.96K | 0.1% | 201 |
|
|
2024
Q4 | $212K | Buy |
2,252
+3
| +0.1% | +$282 | 0.09% | 217 |
|
|
2024
Q3 | $216K | Buy |
+2,249
| New | +$216K | 0.1% | 202 |
|
|
2024
Q2 | – | Sell |
-2,480
| Closed | -$204K | – | 228 |
|
|
2024
Q1 | $204K | Sell |
2,480
-345
| -12% | -$28.3K | 0.1% | 206 |
|
|
2023
Q4 | $238K | Buy |
+2,825
| New | +$238K | 0.13% | 176 |
|