Partnership 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 | $511K | Hold |
4,900
| – | – | 0.41% | 46 |
|
|
2025
Q1 | $534K | Hold |
4,900
| – | – | 0.45% | 45 |
|
|
2024
Q4 | $461K | Hold |
4,900
| – | – | 0.38% | 49 |
|
|
2024
Q3 | $471K | Hold |
4,900
| – | – | 0.33% | 48 |
|
|
2024
Q2 | $384K | Hold |
4,900
| – | – | 0.28% | 64 |
|
|
2024
Q1 | $402K | Hold |
4,900
| – | – | 0.28% | 77 |
|
|
2023
Q4 | $396K | Buy |
+4,900
| New | +$396K | 0.3% | 70 |
|