NBC Securities’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 | $76K | Sell |
731
-18
| -2% | -$1.87K | 0.01% | 1170 |
|
|
2025
Q1 | $81K | Buy |
+749
| New | +$81K | 0.01% | 1030 |
|
|
2024
Q4 | – | Sell |
-830
| Closed | -$79K | – | 2084 |
|
|
2024
Q3 | $79K | Buy |
830
+151
| +22% | +$14.4K | 0.01% | 1053 |
|
|
2024
Q2 | $53K | Sell |
679
-39
| -5% | -$3.04K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $58K | Sell |
718
-53
| -7% | -$4.28K | 0.01% | 1100 |
|
|
2023
Q4 | $64K | Sell |
771
-60
| -7% | -$4.98K | 0.01% | 1057 |
|
|
2023
Q3 | $66K | Buy |
+831
| New | +$66K | 0.01% | 1049 |
|