Intelligent Financial Strategies’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 | $110K | Hold |
1,059
| – | – | 0.06% | 41 |
|
|
2025
Q1 | $115K | Hold |
1,059
| – | – | 0.06% | 42 |
|
|
2024
Q4 | $99.5K | Hold |
1,059
| – | – | 0.06% | 44 |
|
|
2024
Q3 | $102K | Hold |
1,059
| – | – | 0.06% | 46 |
|
|
2024
Q2 | $83.1K | Hold |
1,059
| – | – | 0.05% | 47 |
|
|
2024
Q1 | $86.9K | Hold |
1,059
| – | – | 0.05% | 47 |
|
|
2023
Q4 | $89.1K | Hold |
1,059
| – | – | 0.06% | 46 |
|
|
2023
Q3 | $85.3K | Hold |
1,059
| – | – | 0.06% | 49 |
|
|
2023
Q2 | $93.4K | Hold |
1,059
| – | – | 0.07% | 50 |
|
|
2023
Q1 | $100K | Hold |
1,059
| – | – | 0.08% | 50 |
|
|
2022
Q4 | $99.2K | Hold |
1,059
| – | – | 0.08% | 53 |
|
|
2022
Q3 | $95K | Hold |
1,059
| – | – | 0.1% | 52 |
|
|
2022
Q2 | $107K | Hold |
1,059
| – | – | 0.11% | 50 |
|
|
2022
Q1 | $106K | Hold |
1,059
| – | – | 0.1% | 55 |
|
|
2021
Q4 | $103K | Buy |
+1,059
| New | +$103K | 0.09% | 58 |
|