Procyon 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 | – | Sell |
-2,840
| Closed | -$310K | – | 605 |
|
|
2025
Q1 | $310K | Sell |
2,840
-638
| -18% | -$69.5K | 0.02% | 478 |
|
|
2024
Q4 | $327K | Buy |
3,478
+411
| +13% | +$38.6K | 0.02% | 415 |
|
|
2024
Q3 | $295K | Buy |
+3,067
| New | +$295K | 0.02% | 447 |
|
|
2020
Q3 | – | Sell |
-212
| Closed | -$19K | – | 1046 |
|
|
2020
Q2 | $19K | Buy |
212
+6
| +3% | +$538 | 0.01% | 544 |
|
|
2020
Q1 | $18K | Sell |
206
-117
| -36% | -$10.2K | 0.01% | 503 |
|
|
2019
Q4 | $30K | Buy |
+323
| New | +$30K | 0.02% | 431 |
|