Mitchell & Pahl 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 | $2.79M | Buy |
26,811
+364
| +1% | +$37.9K | 1.23% | 24 |
|
|
2025
Q1 | $2.88M | Sell |
26,447
-147
| -0.6% | -$16K | 1.34% | 17 |
|
|
2024
Q4 | $2.5M | Buy |
26,594
+836
| +3% | +$78.6K | 1.17% | 26 |
|
|
2024
Q3 | $2.48M | Buy |
25,758
+900
| +4% | +$86.6K | 1.15% | 24 |
|
|
2024
Q2 | $1.95M | Buy |
24,858
+97
| +0.4% | +$7.61K | 1.03% | 33 |
|
|
2024
Q1 | $2.03M | Buy |
24,761
+1,204
| +5% | +$98.9K | 1.07% | 31 |
|
|
2023
Q4 | $1.98M | Sell |
23,557
-614
| -3% | -$51.7K | 1.13% | 26 |
|
|
2023
Q3 | $1.95M | Buy |
24,171
+1,505
| +7% | +$121K | 1.16% | 26 |
|
|
2023
Q2 | $2M | Buy |
22,666
+642
| +3% | +$56.7K | 1.21% | 21 |
|
|
2023
Q1 | $2.09M | Buy |
22,024
+677
| +3% | +$64.2K | 1.31% | 18 |
|
|
2022
Q4 | $2M | Buy |
21,347
+577
| +3% | +$54.1K | 1.31% | 15 |
|
|
2022
Q3 | $1.86M | Buy |
20,770
+315
| +2% | +$28.2K | 1.37% | 15 |
|
|
2022
Q2 | $2.06M | Buy |
20,455
+620
| +3% | +$62.4K | 1.43% | 14 |
|
|
2022
Q1 | $1.98M | Buy |
19,835
+987
| +5% | +$98.5K | 1.26% | 19 |
|
|
2021
Q4 | $1.83M | Buy |
18,848
+435
| +2% | +$42.2K | 1.17% | 22 |
|
|
2021
Q3 | $1.62M | Buy |
18,413
+191
| +1% | +$16.8K | 1.17% | 23 |
|
|
2021
Q2 | $1.62M | Buy |
18,222
+343
| +2% | +$30.5K | 1.16% | 25 |
|
|
2021
Q1 | $1.67M | Buy |
17,879
+1,063
| +6% | +$99.5K | 1.3% | 21 |
|
|
2020
Q4 | $1.55M | Buy |
+16,816
| New | +$1.55M | 1.3% | 19 |
|