NewSquare Capital’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 | $31.8K | Buy |
305
+115
| +61% | +$12K | ﹤0.01% | 367 |
|
|
2025
Q1 | $20.7K | Buy |
190
+172
| +956% | +$18.7K | ﹤0.01% | 342 |
|
|
2024
Q4 | $1.69K | Buy |
+18
| New | +$1.69K | ﹤0.01% | 576 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 566 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 513 |
|
|
2019
Q3 | – | Sell |
-116
| Closed | -$10K | – | 370 |
|
|
2019
Q2 | $10K | Hold |
116
| – | – | ﹤0.01% | 253 |
|
|
2019
Q1 | $9K | Hold |
116
| – | – | ﹤0.01% | 253 |
|
|
2018
Q4 | $8K | Hold |
116
| – | – | ﹤0.01% | 241 |
|
|
2018
Q3 | $8K | Hold |
116
| – | – | ﹤0.01% | 255 |
|
|
2018
Q2 | $8K | Hold |
116
| – | – | ﹤0.01% | 244 |
|
|
2018
Q1 | $7K | Hold |
116
| – | – | ﹤0.01% | 250 |
|
|
2017
Q4 | $8K | Sell |
116
-64
| -36% | -$4.41K | ﹤0.01% | 240 |
|
|
2017
Q3 | $11K | Hold |
180
| – | – | ﹤0.01% | 209 |
|
|
2017
Q2 | $11K | Hold |
180
| – | – | ﹤0.01% | 189 |
|
|
2017
Q1 | $11K | Hold |
180
| – | – | ﹤0.01% | 190 |
|
|
2016
Q4 | $11K | Sell |
180
-51
| -22% | -$3.12K | ﹤0.01% | 206 |
|
|
2016
Q3 | $14K | Buy |
231
+51
| +28% | +$3.09K | ﹤0.01% | 234 |
|
|
2016
Q2 | $12K | Buy |
180
+25
| +16% | +$1.67K | ﹤0.01% | 250 |
|
|
2016
Q1 | $9K | Hold |
155
| – | – | ﹤0.01% | 302 |
|
|
2015
Q4 | $8K | Hold |
155
| – | – | ﹤0.01% | 248 |
|
|
2015
Q3 | $8K | Hold |
155
| – | – | ﹤0.01% | 233 |
|
|
2015
Q2 | $7K | Buy |
+155
| New | +$7K | ﹤0.01% | 258 |
|