Meeder Advisory Services’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 | $837K | Buy |
8,032
+248
| +3% | +$25.8K | 0.04% | 289 |
|
|
2025
Q1 | $848K | Buy |
7,784
+740
| +11% | +$80.6K | 0.05% | 263 |
|
|
2024
Q4 | $662K | Sell |
7,044
-275
| -4% | -$25.9K | 0.04% | 296 |
|
|
2024
Q3 | $704K | Buy |
7,319
+750
| +11% | +$72.1K | 0.05% | 283 |
|
|
2024
Q2 | $515K | Buy |
6,569
+1,193
| +22% | +$93.6K | 0.04% | 311 |
|
|
2024
Q1 | $441K | Buy |
5,376
+634
| +13% | +$52.1K | 0.04% | 297 |
|
|
2023
Q4 | $399K | Sell |
4,742
-985
| -17% | -$82.9K | 0.05% | 298 |
|
|
2023
Q3 | $461K | Sell |
5,727
-539
| -9% | -$43.4K | 0.06% | 273 |
|
|
2023
Q2 | $553K | Buy |
6,266
+73
| +1% | +$6.44K | 0.06% | 266 |
|
|
2023
Q1 | $587K | Sell |
6,193
-673
| -10% | -$63.8K | 0.07% | 251 |
|
|
2022
Q4 | $644K | Buy |
+6,866
| New | +$644K | 0.08% | 219 |
|