ORG Partners’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 | $34.4K | Buy |
328
+130
| +66% | +$13.6K | 0.01% | 630 |
|
|
2025
Q1 | $21.6K | Buy |
198
+166
| +519% | +$18.1K | 0.01% | 669 |
|
|
2024
Q4 | $3.01K | Hold |
32
| – | – | ﹤0.01% | 1058 |
|
|
2024
Q3 | $3.08K | Buy |
+32
| New | +$3.08K | ﹤0.01% | 925 |
|
|
2024
Q1 | – | Sell |
-63
| Closed | -$5.39K | – | 1141 |
|
|
2023
Q4 | $5.39K | Buy |
+63
| New | +$5.39K | ﹤0.01% | 838 |
|
|
2023
Q3 | – | Sell |
-63
| Closed | -$5.65K | – | 1622 |
|
|
2023
Q2 | $5.65K | Buy |
+63
| New | +$5.65K | ﹤0.01% | 1054 |
|