Semmax Financial 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 | $2.56M | Buy |
23,229
+448
| +2% | +$49.4K | 0.66% | 56 |
|
|
2025
Q1 | $2.45M | Sell |
22,781
-1,606
| -7% | -$173K | 0.66% | 60 |
|
|
2024
Q4 | $2.53M | Buy |
24,387
+548
| +2% | +$56.9K | 0.68% | 57 |
|
|
2024
Q3 | $2.33M | Buy |
23,839
+2,822
| +13% | +$276K | 0.64% | 59 |
|
|
2024
Q2 | $1.88M | Buy |
+21,017
| New | +$1.88M | 0.56% | 67 |
|
|
2020
Q3 | – | Sell |
-210
| Closed | -$18K | – | 290 |
|
|
2020
Q2 | $18K | Buy |
210
+1
| +0.5% | +$86 | 0.01% | 142 |
|
|
2020
Q1 | $18K | Buy |
+209
| New | +$18K | 0.01% | 135 |
|