Providence Wealth 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 | $309K | Buy |
2,786
+112
| +4% | +$12.4K | 0.21% | 63 |
|
|
2025
Q1 | $291K | Buy |
2,674
+9
| +0.3% | +$979 | 0.22% | 67 |
|
|
2024
Q4 | $247K | Buy |
2,665
+8
| +0.3% | +$740 | 0.19% | 67 |
|
|
2024
Q3 | $263K | Sell |
2,657
-115
| -4% | -$11.4K | 0.19% | 70 |
|
|
2024
Q2 | $216K | Buy |
2,772
+10
| +0.4% | +$781 | 0.17% | 72 |
|
|
2024
Q1 | $227K | Sell |
2,762
-11,819
| -81% | -$969K | 0.19% | 71 |
|
|
2023
Q4 | $698K | Buy |
14,581
+11,761
| +417% | +$563K | 0.63% | 50 |
|
|
2023
Q3 | $216K | Buy |
2,820
+9
| +0.3% | +$690 | 0.24% | 64 |
|
|
2023
Q2 | $254K | Sell |
2,811
-80
| -3% | -$7.23K | 0.28% | 63 |
|
|
2023
Q1 | $279K | Buy |
2,891
+10
| +0.3% | +$965 | 0.21% | 81 |
|
|
2022
Q4 | $266K | Buy |
2,881
+8
| +0.3% | +$739 | 0.2% | 83 |
|
|
2022
Q3 | $262K | Buy |
2,873
+7
| +0.2% | +$638 | 0.2% | 83 |
|
|
2022
Q2 | $288K | Buy |
2,866
+8
| +0.3% | +$804 | 0.21% | 86 |
|
|
2022
Q1 | $289K | Buy |
2,858
+8
| +0.3% | +$809 | 0.19% | 85 |
|
|
2021
Q4 | $276K | Buy |
2,850
+8
| +0.3% | +$775 | 0.17% | 89 |
|
|
2021
Q3 | $251K | Buy |
2,842
+8
| +0.3% | +$707 | 0.17% | 87 |
|
|
2021
Q2 | $255K | Buy |
2,834
+7
| +0.2% | +$630 | 0.17% | 87 |
|
|
2021
Q1 | $265K | Buy |
2,827
+608
| +27% | +$57K | 0.19% | 86 |
|
|
2020
Q4 | $201K | Sell |
2,219
-23
| -1% | -$2.08K | 0.17% | 90 |
|
|
2020
Q3 | $217K | Sell |
2,242
-553
| -20% | -$53.5K | 0.21% | 79 |
|
|
2020
Q2 | $245K | Buy |
2,795
+3
| +0.1% | +$263 | 0.25% | 81 |
|
|
2020
Q1 | $234K | Buy |
2,792
+83
| +3% | +$6.96K | 0.28% | 74 |
|
|
2019
Q4 | $249K | Buy |
+2,709
| New | +$249K | 0.23% | 77 |
|