Prestige Wealth Management 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 | $102K | Buy |
975
+2
| +0.2% | +$208 | 0.02% | 204 |
|
|
2025
Q1 | $106K | Buy |
973
+361
| +59% | +$39.3K | 0.02% | 195 |
|
|
2024
Q4 | $57.6K | Hold |
612
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $58.9K | Buy |
612
+5
| +0.8% | +$481 | 0.01% | 237 |
|
|
2024
Q2 | $47.6K | Sell |
607
-41
| -6% | -$3.22K | 0.01% | 227 |
|
|
2024
Q1 | $53.2K | Sell |
648
-119
| -16% | -$9.77K | 0.01% | 249 |
|
|
2023
Q4 | $64.6K | Sell |
767
-635
| -45% | -$53.4K | 0.01% | 223 |
|
|
2023
Q3 | $113K | Sell |
1,402
-20
| -1% | -$1.61K | 0.03% | 175 |
|
|
2023
Q2 | $126K | Buy |
1,422
+641
| +82% | +$56.6K | 0.03% | 181 |
|
|
2023
Q1 | $74K | Sell |
781
-22
| -3% | -$2.09K | 0.02% | 211 |
|
|
2022
Q4 | $75.3K | Buy |
803
+27
| +3% | +$2.53K | 0.02% | 218 |
|
|
2022
Q3 | $70K | Hold |
776
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $79K | Hold |
776
| – | – | 0.02% | 200 |
|
|
2022
Q1 | $77K | Sell |
776
-44
| -5% | -$4.37K | 0.02% | 210 |
|
|
2021
Q4 | $80K | Buy |
820
+118
| +17% | +$11.5K | 0.02% | 222 |
|
|
2021
Q3 | $62K | Hold |
702
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $63K | Sell |
702
-1
| -0.1% | -$90 | 0.02% | 227 |
|
|
2021
Q1 | $66K | Sell |
703
-41
| -6% | -$3.85K | 0.02% | 221 |
|
|
2020
Q4 | $69K | Sell |
744
-227
| -23% | -$21.1K | 0.02% | 216 |
|
|
2020
Q3 | $94K | Sell |
971
-168
| -15% | -$16.3K | 0.03% | 185 |
|
|
2020
Q2 | $100K | Buy |
1,139
+245
| +27% | +$21.5K | 0.04% | 150 |
|
|
2020
Q1 | $79K | Buy |
894
+285
| +47% | +$25.2K | 0.03% | 137 |
|
|
2019
Q4 | $56K | Hold |
609
| – | – | 0.03% | 196 |
|
|
2019
Q3 | $58K | Buy |
609
+42
| +7% | +$4K | 0.03% | 189 |
|
|
2019
Q2 | $47K | Hold |
567
| – | – | 0.03% | 201 |
|
|
2019
Q1 | $45K | Sell |
567
-20
| -3% | -$1.59K | 0.03% | 192 |
|
|
2018
Q4 | $41K | Buy |
+587
| New | +$41K | 0.03% | 208 |
|