Live Oak Private Wealth’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 | $281K | Sell |
2,692
-16
| -0.6% | -$1.67K | 0.04% | 159 |
|
|
2025
Q1 | $295K | Hold |
2,708
| – | – | 0.05% | 148 |
|
|
2024
Q4 | $255K | Buy |
2,708
+16
| +0.6% | +$1.51K | 0.04% | 158 |
|
|
2024
Q3 | $259K | Hold |
2,692
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $211K | Hold |
2,692
| – | – | 0.04% | 160 |
|
|
2024
Q1 | $221K | Sell |
2,692
-38
| -1% | -$3.12K | 0.04% | 156 |
|
|
2023
Q4 | $230K | Hold |
2,730
| – | – | 0.04% | 149 |
|
|
2023
Q3 | $220K | Hold |
2,730
| – | – | 0.05% | 144 |
|
|
2023
Q2 | $241K | Buy |
2,730
+28
| +1% | +$2.47K | 0.05% | 142 |
|
|
2023
Q1 | $256K | Buy |
2,702
+10
| +0.4% | +$948 | 0.05% | 134 |
|
|
2022
Q4 | $252K | Sell |
2,692
-44
| -2% | -$4.13K | 0.05% | 146 |
|
|
2022
Q3 | $245K | Buy |
+2,736
| New | +$245K | 0.06% | 144 |
|