Key Financial Inc’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 | $11K | Hold |
106
| – | – | ﹤0.01% | 827 |
|
|
2025
Q1 | $11.6K | Hold |
106
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $9.97K | Hold |
106
| – | – | ﹤0.01% | 810 |
|
|
2024
Q3 | $10.2K | Hold |
106
| – | – | ﹤0.01% | 793 |
|
|
2024
Q2 | $8.32K | Hold |
106
| – | – | ﹤0.01% | 829 |
|
|
2024
Q1 | $8.71K | Hold |
106
| – | – | ﹤0.01% | 796 |
|
|
2023
Q4 | $8.92K | Hold |
106
| – | – | ﹤0.01% | 771 |
|
|
2023
Q3 | $8.54K | Hold |
106
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $9.35K | Hold |
106
| – | – | ﹤0.01% | 747 |
|
|
2023
Q1 | $10K | Hold |
106
| – | – | ﹤0.01% | 678 |
|
|
2022
Q4 | $9.48K | Hold |
106
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $9K | Buy |
106
+45
| +74% | +$3.82K | ﹤0.01% | 665 |
|
|
2022
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $6K | Hold |
61
| – | – | ﹤0.01% | 769 |
|
|
2021
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 698 |
|
|
2021
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 719 |
|
|
2021
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $6K | Hold |
61
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 539 |
|