Larson Financial 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 | $120K | Buy |
1,154
+272
| +31% | +$28.3K | ﹤0.01% | 790 |
|
|
2025
Q1 | $96.1K | Buy |
882
+607
| +221% | +$66.2K | ﹤0.01% | 807 |
|
|
2024
Q4 | $25.9K | Buy |
275
+268
| +3,829% | +$25.2K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $673 | Buy |
7
+1
| +17% | +$96 | ﹤0.01% | 2049 |
|
|
2024
Q2 | $471 | Buy |
6
+4
| +200% | +$314 | ﹤0.01% | 1846 |
|
|
2024
Q1 | $164 | Sell |
2
-1,000
| -100% | -$82K | ﹤0.01% | 1654 |
|
|
2023
Q4 | $84.3K | Buy |
1,002
+2
| +0.2% | +$168 | 0.01% | 528 |
|
|
2023
Q3 | $80.6K | Buy |
+1,000
| New | +$80.6K | 0.01% | 497 |
|
|
2023
Q2 | – | Sell |
-114
| Closed | -$10.8K | – | 1626 |
|
|
2023
Q1 | $10.8K | Hold |
114
| – | – | ﹤0.01% | 903 |
|
|
2022
Q4 | $10.7K | Hold |
114
| – | – | ﹤0.01% | 840 |
|
|
2022
Q3 | $10K | Hold |
114
| – | – | ﹤0.01% | 801 |
|
|
2022
Q2 | $11K | Hold |
114
| – | – | ﹤0.01% | 711 |
|
|
2022
Q1 | $11K | Hold |
114
| – | – | ﹤0.01% | 647 |
|
|
2021
Q4 | $11K | Hold |
114
| – | – | ﹤0.01% | 675 |
|
|
2021
Q3 | $10K | Sell |
114
-5
| -4% | -$439 | ﹤0.01% | 600 |
|
|
2021
Q2 | $11K | Hold |
119
| – | – | ﹤0.01% | 546 |
|
|
2021
Q1 | $11K | Hold |
119
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $11K | Hold |
119
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $12K | Buy |
119
+5
| +4% | +$504 | ﹤0.01% | 416 |
|
|
2020
Q2 | $10K | Hold |
114
| – | – | ﹤0.01% | 405 |
|
|
2020
Q1 | $10K | Hold |
114
| – | – | 0.01% | 298 |
|
|
2019
Q4 | $11K | Hold |
114
| – | – | 0.01% | 293 |
|
|
2019
Q3 | $11K | Buy |
+114
| New | +$11K | 0.01% | 298 |
|