SWM
Shakespeare Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Hold |
25,384
| – | – | 0.71% | 18 |
|
|
2025
Q1 | $2.77M | Sell |
25,384
-168
| -0.7% | -$18.3K | 0.74% | 18 |
|
|
2024
Q4 | $2.4M | Sell |
25,552
-173
| -0.7% | -$16.3K | 0.65% | 20 |
|
|
2024
Q3 | $2.47M | Buy |
25,725
+380
| +1% | +$36.5K | 0.65% | 20 |
|
|
2024
Q2 | $1.99M | Buy |
25,345
+76
| +0.3% | +$5.96K | 0.57% | 22 |
|
|
2024
Q1 | $2.08M | Sell |
25,269
-317
| -1% | -$26K | 0.6% | 22 |
|
|
2023
Q4 | $2.15M | Hold |
25,586
| – | – | 0.67% | 22 |
|
|
2023
Q3 | $2.06M | Buy |
25,586
+522
| +2% | +$42K | 0.72% | 21 |
|
|
2023
Q2 | $2.21M | Buy |
25,064
+200
| +0.8% | +$17.6K | 0.76% | 20 |
|
|
2023
Q1 | $2.36M | Hold |
24,864
| – | – | 0.84% | 20 |
|
|
2022
Q4 | $2.33M | Hold |
24,864
| – | – | 0.86% | 20 |
|
|
2022
Q3 | $2.22M | Hold |
24,864
| – | – | 0.94% | 17 |
|
|
2022
Q2 | $2.47M | Hold |
24,864
| – | – | 1% | 20 |
|
|
2022
Q1 | $2.5M | Hold |
24,864
| – | – | 0.9% | 20 |
|
|
2021
Q4 | $2.41M | Hold |
24,864
| – | – | 0.86% | 20 |
|
|
2021
Q3 | $2.18M | Hold |
24,864
| – | – | 0.84% | 20 |
|
|
2021
Q2 | $2.4M | Buy |
24,864
+14,988
| +152% | +$1.44M | 0.92% | 20 |
|
|
2021
Q1 | $924K | Hold |
9,876
| – | – | 0.38% | 34 |
|
|
2020
Q4 | $909K | Sell |
9,876
-731
| -7% | -$67.3K | 0.4% | 34 |
|
|
2020
Q3 | $1.03M | Sell |
10,607
-1,295
| -11% | -$126K | 0.54% | 32 |
|
|
2020
Q2 | $1.04M | Buy |
+11,902
| New | +$1.04M | 0.61% | 30 |
|