NewEdge 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 | $947K | Buy |
8,555
+953
| +13% | +$105K | 0.01% | 546 |
|
|
2025
Q1 | $828K | Sell |
7,602
-337
| -4% | -$36.7K | 0.02% | 514 |
|
|
2024
Q4 | $747K | Buy |
7,939
+660
| +9% | +$62.1K | 0.01% | 545 |
|
|
2024
Q3 | $700K | Buy |
7,279
+239
| +3% | +$23K | 0.01% | 539 |
|
|
2024
Q2 | $552K | Sell |
7,040
-86
| -1% | -$6.75K | 0.01% | 521 |
|
|
2024
Q1 | $592K | Buy |
7,126
+517
| +8% | +$43K | 0.01% | 524 |
|
|
2023
Q4 | $556K | Sell |
6,609
-556
| -8% | -$46.8K | 0.01% | 489 |
|
|
2023
Q3 | $577K | Sell |
7,165
-302
| -4% | -$24.3K | 0.02% | 445 |
|
|
2023
Q2 | $659K | Buy |
7,467
+350
| +5% | +$30.9K | 0.02% | 418 |
|
|
2023
Q1 | $675K | Buy |
7,117
+118
| +2% | +$11.2K | 0.03% | 372 |
|
|
2022
Q4 | $656K | Buy |
6,999
+139
| +2% | +$13K | 0.03% | 334 |
|
|
2022
Q3 | $614K | Sell |
6,860
-146
| -2% | -$13.1K | 0.03% | 323 |
|
|
2022
Q2 | $705K | Buy |
+7,006
| New | +$705K | 0.03% | 335 |
|