PSI 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 |
-8
| Closed | -$872 | – | 695 |
|
2025
Q1 | $872 | Hold |
8
| – | – | ﹤0.01% | 653 |
|
2024
Q4 | $752 | Hold |
8
| – | – | ﹤0.01% | 796 |
|
2024
Q3 | $769 | Hold |
8
| – | – | ﹤0.01% | 794 |
|
2024
Q2 | $628 | Hold |
8
| – | – | ﹤0.01% | 781 |
|
2024
Q1 | $657 | Hold |
8
| – | – | ﹤0.01% | 724 |
|
2023
Q4 | $673 | Hold |
8
| – | – | ﹤0.01% | 785 |
|
2023
Q3 | $644 | Hold |
8
| – | – | ﹤0.01% | 767 |
|
2023
Q2 | $706 | Hold |
8
| – | – | ﹤0.01% | 754 |
|
2023
Q1 | $758 | Hold |
8
| – | – | ﹤0.01% | 692 |
|
2022
Q4 | $750 | Hold |
8
| – | – | ﹤0.01% | 685 |
|
2022
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 735 |
|
2022
Q2 | – | Sell |
-8
| Closed | -$1K | – | 867 |
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 707 |
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 747 |
|