Marcum 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
Q1 | $808K | Buy |
7,416
+93
| +1% | +$10.1K | 0.07% | 132 |
|
|
2024
Q4 | $689K | Buy |
7,323
+98
| +1% | +$9.22K | 0.06% | 155 |
|
|
2024
Q3 | $695K | Buy |
7,225
+607
| +9% | +$58.4K | 0.06% | 148 |
|
|
2024
Q2 | $519K | Buy |
6,618
+1,866
| +39% | +$146K | 0.05% | 185 |
|
|
2024
Q1 | $390K | Sell |
4,752
-1,878
| -28% | -$154K | 0.04% | 227 |
|
|
2023
Q4 | $558K | Sell |
6,630
-101
| -2% | -$8.5K | 0.06% | 161 |
|
|
2023
Q3 | $542K | Sell |
6,731
-54
| -0.8% | -$4.35K | 0.07% | 156 |
|
|
2023
Q2 | $599K | Buy |
6,785
+1,391
| +26% | +$123K | 0.07% | 143 |
|
|
2023
Q1 | $511K | Buy |
5,394
+567
| +12% | +$53.7K | 0.06% | 171 |
|
|
2022
Q4 | $453K | Sell |
4,827
-61
| -1% | -$5.72K | 0.06% | 181 |
|
|
2022
Q3 | $437K | Buy |
4,888
+16
| +0.3% | +$1.43K | 0.07% | 175 |
|
|
2022
Q2 | $490K | Buy |
4,872
+127
| +3% | +$12.8K | 0.07% | 158 |
|
|
2022
Q1 | $474K | Buy |
4,745
+20
| +0.4% | +$2K | 0.07% | 168 |
|
|
2021
Q4 | $459K | Buy |
4,725
+5
| +0.1% | +$486 | 0.06% | 182 |
|
|
2021
Q3 | $416K | Sell |
4,720
-341
| -7% | -$30.1K | 0.07% | 182 |
|
|
2021
Q2 | $450K | Sell |
5,061
-204
| -4% | -$18.1K | 0.07% | 162 |
|
|
2021
Q1 | $493K | Buy |
+5,265
| New | +$493K | 0.08% | 149 |
|