Northwest Capital 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 | – | Sell |
-27
| Closed | -$2.94K | – | 446 |
|
|
2025
Q1 | $2.94K | Hold |
27
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $2.54K | Sell |
27
-68
| -72% | -$6.4K | ﹤0.01% | 382 |
|
|
2024
Q3 | $9.11K | Hold |
95
| – | – | ﹤0.01% | 332 |
|
|
2024
Q2 | $7.43K | Hold |
95
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $7.78K | Buy |
95
+1
| +1% | +$82 | ﹤0.01% | 408 |
|
|
2023
Q4 | $7.91K | Buy |
94
+1
| +1% | +$84 | ﹤0.01% | 397 |
|
|
2023
Q3 | $7.53K | Hold |
93
| – | – | ﹤0.01% | 385 |
|
|
2023
Q2 | $8.19K | Buy |
+93
| New | +$8.19K | ﹤0.01% | 391 |
|