Maryland Capital Advisors’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 | $41.5K | Sell |
398
-20
| -5% | -$2.08K | 0.02% | 146 |
|
|
2025
Q1 | $45.6K | Hold |
418
| – | – | 0.02% | 128 |
|
|
2024
Q4 | $39.3K | Hold |
418
| – | – | 0.02% | 141 |
|
|
2024
Q3 | $40.2K | Hold |
418
| – | – | 0.02% | 133 |
|
|
2024
Q2 | $32.8K | Hold |
418
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $34.3K | Hold |
418
| – | – | 0.02% | 130 |
|
|
2023
Q4 | $35.2K | Hold |
418
| – | – | 0.02% | 120 |
|
|
2023
Q3 | $33.7K | Hold |
418
| – | – | 0.03% | 117 |
|
|
2023
Q2 | $36.9K | Hold |
418
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $39.6K | Hold |
418
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $39.2K | Buy |
418
+25
| +6% | +$2.34K | 0.04% | 112 |
|
|
2022
Q3 | $35K | Hold |
393
| – | – | 0.04% | 105 |
|
|
2022
Q2 | $40K | Hold |
393
| – | – | 0.04% | 101 |
|
|
2022
Q1 | $39K | Hold |
393
| – | – | 0.03% | 105 |
|
|
2021
Q4 | $38K | Buy |
+393
| New | +$38K | 0.03% | 107 |
|