Journey Advisory Group’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 | $3.15M | Sell |
30,264
-161
| -0.5% | -$16.8K | 0.25% | 97 |
|
|
2025
Q1 | $3.32M | Buy |
30,425
+826
| +3% | +$90K | 0.27% | 91 |
|
|
2024
Q4 | $2.32M | Hold |
29,599
| – | – | 0.28% | 78 |
|
|
2024
Q3 | $2.32M | Hold |
29,599
| – | – | 0.28% | 78 |
|
|
2024
Q2 | $2.32M | Buy |
29,599
+2,835
| +11% | +$222K | 0.28% | 78 |
|
|
2024
Q1 | $2.2M | Buy |
26,764
+107
| +0.4% | +$8.79K | 0.27% | 81 |
|
|
2023
Q4 | $2.24M | Sell |
26,657
-757
| -3% | -$63.7K | 0.31% | 79 |
|
|
2023
Q3 | $2.21M | Buy |
27,414
+1,180
| +4% | +$95.1K | 0.33% | 76 |
|
|
2023
Q2 | $2.31M | Buy |
26,234
+3,712
| +16% | +$328K | 0.34% | 75 |
|
|
2023
Q1 | $2.13M | Buy |
22,522
+6,626
| +42% | +$628K | 0.33% | 81 |
|
|
2022
Q4 | $1.49M | Buy |
15,896
+1,990
| +14% | +$187K | 0.37% | 68 |
|
|
2022
Q3 | $1.24M | Buy |
13,906
+1,238
| +10% | +$111K | 0.32% | 70 |
|
|
2022
Q2 | $1.32M | Buy |
12,668
+4,464
| +54% | +$464K | 0.3% | 76 |
|
|
2022
Q1 | $819K | Buy |
8,204
+2,322
| +39% | +$232K | 0.21% | 104 |
|
|
2021
Q4 | $571K | Buy |
5,882
+718
| +14% | +$69.7K | 0.16% | 118 |
|
|
2021
Q3 | $455K | Buy |
5,164
+1,828
| +55% | +$161K | 0.15% | 122 |
|
|
2021
Q2 | $297K | Buy |
3,336
+1,110
| +50% | +$98.8K | 0.09% | 162 |
|
|
2021
Q1 | $208K | Buy |
+2,226
| New | +$208K | 0.07% | 190 |
|