ProVise 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 | $509K | Buy |
4,884
+351
| +8% | +$36.6K | 0.04% | 166 |
|
|
2025
Q1 | $494K | Buy |
4,533
+680
| +18% | +$74.1K | 0.04% | 164 |
|
|
2024
Q4 | $362K | Buy |
3,853
+1,001
| +35% | +$94.1K | 0.03% | 192 |
|
|
2024
Q3 | $274K | Buy |
+2,852
| New | +$274K | 0.02% | 252 |
|
|
2016
Q3 | – | Sell |
-3,075
| Closed | -$201K | – | 337 |
|
|
2016
Q2 | $201K | Buy |
+3,075
| New | +$201K | 0.04% | 283 |
|