Intrua Financial’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 | $864K | Sell |
8,291
-126
| -1% | -$13.1K | 0.12% | 132 |
|
|
2025
Q1 | $917K | Sell |
8,417
-32
| -0.4% | -$3.49K | 0.13% | 118 |
|
|
2024
Q4 | $795K | Buy |
8,449
+199
| +2% | +$18.7K | 0.12% | 130 |
|
|
2024
Q3 | $793K | Buy |
8,250
+2,585
| +46% | +$249K | 0.12% | 145 |
|
|
2024
Q2 | $444K | Buy |
5,665
+1
| +0% | +$78 | 0.07% | 244 |
|
|
2024
Q1 | $465K | Sell |
5,664
-251
| -4% | -$20.6K | 0.07% | 249 |
|
|
2023
Q4 | $498K | Buy |
+5,915
| New | +$498K | 0.07% | 225 |
|
|
2023
Q3 | – | Sell |
-2,405
| Closed | -$212K | – | 377 |
|
|
2023
Q2 | $212K | Sell |
2,405
-4
| -0.2% | -$353 | 0.04% | 336 |
|
|
2023
Q1 | $226K | Sell |
2,409
-296
| -11% | -$27.8K | 0.05% | 298 |
|
|
2022
Q4 | $248K | Buy |
+2,705
| New | +$248K | 0.06% | 279 |
|