Prime Capital Investment Advisors’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 | $588K | Sell |
5,645
-1,277
| -18% | -$133K | 0.01% | 567 |
|
|
2025
Q1 | $754K | Buy |
6,922
+1,406
| +25% | +$153K | 0.01% | 560 |
|
|
2024
Q4 | $519K | Sell |
5,516
-2
| -0% | -$188 | 0.01% | 558 |
|
|
2024
Q3 | $531K | Sell |
5,518
-132
| -2% | -$12.7K | 0.01% | 575 |
|
|
2024
Q2 | $443K | Buy |
5,650
+280
| +5% | +$22K | 0.01% | 608 |
|
|
2024
Q1 | $441K | Buy |
5,370
+61
| +1% | +$5.01K | 0.01% | 651 |
|
|
2023
Q4 | $447K | Buy |
5,309
+949
| +22% | +$79.9K | 0.01% | 598 |
|
|
2023
Q3 | $351K | Sell |
4,360
-60
| -1% | -$4.83K | 0.01% | 543 |
|
|
2023
Q2 | $390K | Buy |
+4,420
| New | +$390K | 0.01% | 534 |
|
|
2023
Q1 | – | Sell |
-4,349
| Closed | -$408K | – | 657 |
|
|
2022
Q4 | $408K | Buy |
+4,349
| New | +$408K | 0.02% | 364 |
|
|
2019
Q1 | – | Sell |
-243
| Closed | -$17K | – | 471 |
|
|
2018
Q4 | $17K | Buy |
+243
| New | +$17K | 0.01% | 229 |
|