Patriot Financial Group Insurance Agency’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 | $829K | Buy |
7,954
+426
| +6% | +$44.4K | 0.1% | 237 |
|
|
2025
Q1 | $820K | Buy |
7,528
+238
| +3% | +$25.9K | 0.11% | 212 |
|
|
2024
Q4 | $686K | Buy |
7,290
+519
| +8% | +$48.8K | 0.09% | 233 |
|
|
2024
Q3 | $651K | Buy |
+6,771
| New | +$651K | 0.09% | 248 |
|
|
2023
Q2 | – | Sell |
-2,212
| Closed | -$210K | – | 489 |
|
|
2023
Q1 | $210K | Buy |
2,212
+4
| +0.2% | +$379 | 0.04% | 413 |
|
|
2022
Q4 | $207K | Buy |
+2,208
| New | +$207K | 0.03% | 392 |
|
|
2022
Q3 | – | Sell |
-2,191
| Closed | -$221K | – | 1938 |
|
|
2022
Q2 | $221K | Buy |
2,191
+8
| +0.4% | +$807 | 0.04% | 357 |
|
|
2022
Q1 | $218K | Buy |
2,183
+9
| +0.4% | +$899 | 0.04% | 397 |
|
|
2021
Q4 | $211K | Buy |
2,174
+9
| +0.4% | +$874 | 0.04% | 431 |
|
|
2021
Q3 | $191K | Sell |
2,165
-3
| -0.1% | -$265 | 0.03% | 462 |
|
|
2021
Q2 | $193K | Buy |
2,168
+6
| +0.3% | +$534 | 0.04% | 441 |
|
|
2021
Q1 | $202K | Buy |
2,162
+7
| +0.3% | +$654 | 0.05% | 387 |
|
|
2020
Q4 | $198K | Hold |
2,155
| – | – | 0.05% | 352 |
|
|
2020
Q3 | $209K | Hold |
2,155
| – | – | 0.07% | 260 |
|
|
2020
Q2 | $189K | Sell |
2,155
-1
| -0% | -$88 | 0.07% | 244 |
|
|
2020
Q1 | $190K | Sell |
2,156
-206
| -9% | -$18.2K | 0.09% | 220 |
|
|
2019
Q4 | $218K | Sell |
2,362
-1,000
| -30% | -$92.3K | 0.08% | 205 |
|
|
2019
Q3 | $320K | Hold |
3,362
| – | – | 0.14% | 135 |
|
|
2019
Q2 | $283K | Buy |
3,362
+970
| +41% | +$81.7K | 0.12% | 146 |
|
|
2019
Q1 | $189K | Buy |
2,392
+54
| +2% | +$4.27K | 0.1% | 172 |
|
|
2018
Q4 | $162K | Buy |
2,338
+2,038
| +679% | +$141K | 0.11% | 147 |
|
|
2018
Q3 | $20K | Buy |
+300
| New | +$20K | 0.01% | 487 |
|