Portside Wealth Group’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 | $1.16M | Sell |
11,137
-168
| -1% | -$17.5K | 0.17% | 131 |
|
|
2025
Q1 | $1.23M | Buy |
11,305
+514
| +5% | +$56K | 0.2% | 112 |
|
|
2024
Q4 | $1.01M | Buy |
10,791
+656
| +6% | +$61.7K | 0.17% | 130 |
|
|
2024
Q3 | $975K | Sell |
10,135
-169
| -2% | -$16.3K | 0.17% | 139 |
|
|
2024
Q2 | $808K | Sell |
10,304
-79
| -0.8% | -$6.2K | 0.15% | 148 |
|
|
2024
Q1 | $853K | Buy |
10,383
+2,255
| +28% | +$185K | 0.16% | 149 |
|
|
2023
Q4 | $684K | Sell |
8,128
-2,246
| -22% | -$189K | 0.13% | 173 |
|
|
2023
Q3 | $837K | Buy |
10,374
+127
| +1% | +$10.2K | 0.16% | 137 |
|
|
2023
Q2 | $904K | Buy |
+10,247
| New | +$904K | 0.17% | 134 |
|