Siemens Fonds Invest’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 | $1.51M | Sell |
14,531
-39
| -0.3% | -$4.06K | 0.09% | 200 |
|
|
2025
Q1 | $1.59M | Buy |
+14,570
| New | +$1.59M | 0.11% | 189 |
|
|
2024
Q2 | – | Sell |
-3,299
| Closed | -$271K | – | 444 |
|
|
2024
Q1 | $271K | Sell |
3,299
-138
| -4% | -$11.3K | 0.02% | 381 |
|
|
2023
Q4 | $289K | Buy |
3,437
+813
| +31% | +$68.4K | 0.02% | 362 |
|
|
2023
Q3 | $211K | Hold |
2,624
| – | – | 0.02% | 350 |
|
|
2023
Q2 | $230K | Hold |
2,624
| – | – | 0.02% | 357 |
|
|
2023
Q1 | $249K | Sell |
2,624
-24
| -0.9% | -$2.28K | 0.03% | 337 |
|
|
2022
Q4 | $248K | Sell |
2,648
-424
| -14% | -$39.8K | 0.02% | 332 |
|
|
2022
Q3 | $275K | Sell |
3,072
-247
| -7% | -$22.1K | 0.03% | 327 |
|
|
2022
Q2 | $334K | Hold |
3,319
| – | – | 0.04% | 308 |
|
|
2022
Q1 | $331K | Hold |
3,319
| – | – | 0.03% | 337 |
|
|
2021
Q4 | $322K | Sell |
3,319
-12
| -0.4% | -$1.16K | 0.02% | 350 |
|
|
2021
Q3 | $294K | Buy |
+3,331
| New | +$294K | 0.02% | 342 |
|