Norris Perne & French’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 | $265K | Hold |
2,542
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $277K | Hold |
2,542
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $239K | Hold |
2,542
| – | – | 0.02% | 129 |
|
|
2024
Q3 | $244K | Buy |
+2,542
| New | +$244K | 0.02% | 131 |
|
|
2024
Q2 | – | Sell |
-2,542
| Closed | -$209K | – | 151 |
|
|
2024
Q1 | $209K | Hold |
2,542
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $214K | Hold |
2,542
| – | – | 0.02% | 127 |
|
|
2023
Q3 | $205K | Hold |
2,542
| – | – | 0.02% | 125 |
|
|
2023
Q2 | $224K | Hold |
2,542
| – | – | 0.02% | 116 |
|
|
2023
Q1 | $241K | Hold |
2,542
| – | – | 0.02% | 118 |
|
|
2022
Q4 | $238K | Sell |
2,542
-130
| -5% | -$12.2K | 0.02% | 121 |
|
|
2022
Q3 | $239K | Buy |
2,672
+130
| +5% | +$11.6K | 0.02% | 119 |
|
|
2022
Q2 | $256K | Sell |
2,542
-600
| -19% | -$60.4K | 0.02% | 118 |
|
|
2022
Q1 | $314K | Sell |
3,142
-266
| -8% | -$26.6K | 0.03% | 121 |
|
|
2021
Q4 | $331K | Sell |
3,408
-125
| -4% | -$12.1K | 0.03% | 112 |
|
|
2021
Q3 | $312K | Hold |
3,533
| – | – | 0.03% | 112 |
|
|
2021
Q2 | $314K | Hold |
3,533
| – | – | 0.03% | 113 |
|
|
2021
Q1 | $331K | Hold |
3,533
| – | – | 0.03% | 105 |
|
|
2020
Q4 | $325K | Hold |
3,533
| – | – | 0.03% | 130 |
|
|
2020
Q3 | $342K | Buy |
+3,533
| New | +$342K | 0.04% | 113 |
|