Lantz 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 | $2.86M | Sell |
27,410
-282
| -1% | -$29.4K | 0.71% | 35 |
|
|
2025
Q1 | $3.02M | Sell |
27,692
-1,115
| -4% | -$122K | 0.83% | 28 |
|
|
2024
Q4 | $2.71M | Sell |
28,807
-971
| -3% | -$91.3K | 0.72% | 32 |
|
|
2024
Q3 | $2.86M | Buy |
29,778
+1,508
| +5% | +$145K | 0.78% | 30 |
|
|
2024
Q2 | $2.22M | Sell |
28,270
-184
| -0.6% | -$14.4K | 0.69% | 39 |
|
|
2024
Q1 | $2.34M | Buy |
28,454
+21,758
| +325% | +$1.79M | 0.75% | 35 |
|
|
2023
Q4 | $564K | Sell |
6,696
-630
| -9% | -$53K | 0.2% | 104 |
|
|
2023
Q3 | $590K | Buy |
7,326
+9
| +0.1% | +$725 | 0.23% | 95 |
|
|
2023
Q2 | $646K | Buy |
7,317
+37
| +0.5% | +$3.27K | 0.25% | 91 |
|
|
2023
Q1 | $690K | Buy |
7,280
+673
| +10% | +$63.8K | 0.29% | 89 |
|
|
2022
Q4 | $619K | Sell |
6,607
-750
| -10% | -$70.3K | 0.28% | 88 |
|
|
2022
Q3 | $658K | Hold |
7,357
| – | – | 0.34% | 75 |
|
|
2022
Q2 | $740K | Hold |
7,357
| – | – | 0.33% | 79 |
|
|
2022
Q1 | $734K | Hold |
7,357
| – | – | 0.3% | 86 |
|
|
2021
Q4 | $714K | Hold |
7,357
| – | – | 0.33% | 79 |
|
|
2021
Q3 | $649K | Hold |
7,357
| – | – | 0.33% | 77 |
|
|
2021
Q2 | $654K | Buy |
7,357
+162
| +2% | +$14.4K | 0.34% | 76 |
|
|
2021
Q1 | $673K | Hold |
7,195
| – | – | 0.38% | 64 |
|
|
2020
Q4 | $662K | Sell |
7,195
-112
| -2% | -$10.3K | 0.41% | 63 |
|
|
2020
Q3 | $708K | Buy |
7,307
+112
| +2% | +$10.9K | 0.48% | 60 |
|
|
2020
Q2 | $631K | Hold |
7,195
| – | – | 0.45% | 63 |
|
|
2020
Q1 | $634K | Hold |
7,195
| – | – | 0.5% | 59 |
|
|
2019
Q4 | $664K | Hold |
7,195
| – | – | 0.39% | 70 |
|
|
2019
Q3 | $679K | Hold |
7,195
| – | – | 0.46% | 71 |
|
|
2019
Q2 | $606K | Hold |
7,195
| – | – | 0.41% | 67 |
|
|
2019
Q1 | $569K | Buy |
+7,195
| New | +$569K | 0.41% | 65 |
|