Paragon Private Wealth 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 | $546K | Sell |
5,243
-1,308
| -20% | -$136K | 0.22% | 124 |
|
|
2025
Q1 | $714K | Sell |
6,551
-1,354
| -17% | -$148K | 0.33% | 85 |
|
|
2024
Q4 | $743K | Buy |
7,905
+470
| +6% | +$44.2K | 0.34% | 81 |
|
|
2024
Q3 | $715K | Buy |
7,435
+828
| +13% | +$79.6K | 0.35% | 77 |
|
|
2024
Q2 | $518K | Buy |
6,607
+197
| +3% | +$15.5K | 0.29% | 94 |
|
|
2024
Q1 | $526K | Buy |
6,410
+185
| +3% | +$15.2K | 0.31% | 91 |
|
|
2023
Q4 | $524K | Buy |
6,225
+719
| +13% | +$60.5K | 0.36% | 82 |
|
|
2023
Q3 | $444K | Buy |
5,506
+484
| +10% | +$39K | 0.37% | 82 |
|
|
2023
Q2 | $443K | Buy |
5,022
+393
| +8% | +$34.7K | 0.35% | 85 |
|
|
2023
Q1 | $439K | Buy |
4,629
+1,296
| +39% | +$123K | 0.37% | 86 |
|
|
2022
Q4 | $313K | Buy |
+3,333
| New | +$313K | 0.28% | 95 |
|