Modern Wealth Management’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 | $739K | Buy |
7,096
+323
| +5% | +$33.7K | 0.02% | 409 |
|
|
2025
Q1 | $738K | Buy |
6,773
+466
| +7% | +$50.8K | 0.02% | 352 |
|
|
2024
Q4 | $593K | Buy |
6,307
+2,503
| +66% | +$235K | 0.02% | 331 |
|
|
2024
Q3 | $366K | Buy |
3,804
+1
| +0% | +$96 | 0.02% | 304 |
|
|
2024
Q2 | $298K | Buy |
3,803
+1,074
| +39% | +$84.3K | 0.02% | 313 |
|
|
2024
Q1 | $224K | Buy |
2,729
+87
| +3% | +$7.14K | 0.02% | 275 |
|
|
2023
Q4 | $222K | Buy |
+2,642
| New | +$222K | 0.03% | 175 |
|