&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 | $16.5M | Buy |
158,557
+44,213
| +39% | +$4.61M | 0.13% | 163 |
|
|
2025
Q1 | $12.3M | Sell |
114,344
-3,414
| -3% | -$367K | 0.13% | 152 |
|
|
2024
Q4 | $11M | Buy |
117,758
+55,145
| +88% | +$5.13M | 0.13% | 157 |
|
|
2024
Q3 | $6.02M | Buy |
62,613
+38,861
| +164% | +$3.74M | 0.12% | 175 |
|
|
2024
Q2 | $1.86M | Buy |
+23,752
| New | +$1.86M | 0.08% | 221 |
|
|
2020
Q4 | – | Sell |
-2,498
| Closed | -$242K | – | 151 |
|
|
2020
Q3 | $242K | Buy |
+2,498
| New | +$242K | 0.25% | 100 |
|