Planning Center Inc’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 | $248K | Buy |
2,383
+1
| +0% | +$104 | 0.03% | 66 |
|
|
2025
Q1 | $260K | Hold |
2,382
| – | – | 0.03% | 59 |
|
|
2024
Q4 | $224K | Sell |
2,382
-29
| -1% | -$2.73K | 0.03% | 64 |
|
|
2024
Q3 | $232K | Buy |
+2,411
| New | +$232K | 0.03% | 64 |
|
|
2024
Q1 | – | Sell |
-3,393
| Closed | -$286K | – | 63 |
|
|
2023
Q4 | $286K | Sell |
3,393
-13
| -0.4% | -$1.09K | 0.07% | 50 |
|
|
2023
Q3 | $274K | Hold |
3,406
| – | – | 0.07% | 48 |
|
|
2023
Q2 | $301K | Sell |
3,406
-1,344
| -28% | -$119K | 0.08% | 49 |
|
|
2023
Q1 | $465K | Hold |
4,750
| – | – | 0.13% | 33 |
|
|
2022
Q4 | $445K | Buy |
4,750
+1,360
| +40% | +$128K | 0.14% | 36 |
|
|
2022
Q3 | $289K | Hold |
3,390
| – | – | 0.23% | 31 |
|
|
2022
Q2 | $343K | Buy |
3,390
+29
| +0.9% | +$2.93K | 0.27% | 29 |
|
|
2022
Q1 | $335K | Buy |
3,361
+240
| +8% | +$23.9K | 0.96% | 27 |
|
|
2021
Q4 | $300K | Buy |
+3,121
| New | +$300K | 0.24% | 37 |
|