Integrated Wealth Concepts’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 | $2.15M | Buy |
20,665
+5,021
| +32% | +$523K | 0.02% | 594 |
|
|
2025
Q1 | $1.7M | Sell |
15,644
-1,381
| -8% | -$151K | 0.02% | 619 |
|
|
2024
Q4 | $1.6M | Buy |
17,025
+1,155
| +7% | +$109K | 0.02% | 637 |
|
|
2024
Q3 | $1.53M | Buy |
15,870
+3,942
| +33% | +$379K | 0.02% | 632 |
|
|
2024
Q2 | $936K | Buy |
11,928
+83
| +0.7% | +$6.51K | 0.01% | 790 |
|
|
2024
Q1 | $973K | Buy |
11,845
+896
| +8% | +$73.6K | 0.01% | 763 |
|
|
2023
Q4 | $922K | Sell |
10,949
-335
| -3% | -$28.2K | 0.02% | 754 |
|
|
2023
Q3 | $909K | Sell |
11,284
-158
| -1% | -$12.7K | 0.02% | 734 |
|
|
2023
Q2 | $1.01M | Buy |
11,442
+697
| +6% | +$61.5K | 0.02% | 681 |
|
|
2023
Q1 | $1.02M | Buy |
10,745
+2,234
| +26% | +$212K | 0.02% | 607 |
|
|
2022
Q4 | $798K | Buy |
8,511
+5,244
| +161% | +$492K | 0.02% | 522 |
|
|
2022
Q3 | $292K | Buy |
3,267
+86
| +3% | +$7.69K | 0.01% | 744 |
|
|
2022
Q2 | $320K | Buy |
3,181
+163
| +5% | +$16.4K | 0.01% | 744 |
|
|
2022
Q1 | $301K | Buy |
3,018
+15
| +0.5% | +$1.5K | 0.01% | 738 |
|
|
2021
Q4 | $292K | Buy |
3,003
+136
| +5% | +$13.2K | 0.01% | 786 |
|
|
2021
Q3 | $253K | Buy |
+2,867
| New | +$253K | 0.01% | 805 |
|