Perigon 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 | $366K | Buy |
3,516
+369
| +12% | +$38.5K | 0.01% | 772 |
|
|
2025
Q1 | $343K | Buy |
3,147
+39
| +1% | +$4.25K | 0.01% | 759 |
|
|
2024
Q4 | $306K | Buy |
3,108
+161
| +5% | +$15.8K | 0.01% | 811 |
|
|
2024
Q3 | $283K | Buy |
+2,947
| New | +$283K | 0.01% | 808 |
|
|
2024
Q1 | – | Sell |
-2,390
| Closed | -$201K | – | 913 |
|
|
2023
Q4 | $201K | Buy |
+2,390
| New | +$201K | 0.01% | 786 |
|
|
2023
Q3 | – | Sell |
-2,517
| Closed | -$222K | – | 822 |
|
|
2023
Q2 | $222K | Sell |
2,517
-64
| -2% | -$5.65K | 0.01% | 707 |
|
|
2023
Q1 | $245K | Sell |
2,581
-172
| -6% | -$16.3K | 0.01% | 610 |
|
|
2022
Q4 | $258K | Sell |
2,753
-46
| -2% | -$4.31K | 0.02% | 581 |
|
|
2022
Q3 | $250K | Buy |
2,799
+18
| +0.6% | +$1.61K | 0.02% | 477 |
|
|
2022
Q2 | $280K | Buy |
2,781
+224
| +9% | +$22.6K | 0.02% | 441 |
|
|
2022
Q1 | $255K | Sell |
2,557
-36
| -1% | -$3.59K | 0.02% | 518 |
|
|
2021
Q4 | $252K | Buy |
+2,593
| New | +$252K | 0.02% | 491 |
|
|
2021
Q1 | – | Sell |
-1,674
| Closed | -$154K | – | 1021 |
|
|
2020
Q4 | $154K | Buy |
+1,674
| New | +$154K | 0.02% | 446 |
|