Sierra Summit 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 | $798K | Sell |
7,662
-10
| -0.1% | -$1.04K | 0.14% | 103 |
|
|
2025
Q1 | $836K | Buy |
7,672
+270
| +4% | +$29.4K | 0.18% | 81 |
|
|
2024
Q4 | $696K | Buy |
7,402
+1,828
| +33% | +$172K | 0.14% | 84 |
|
|
2024
Q3 | $536K | Buy |
5,574
+921
| +20% | +$88.6K | 0.12% | 96 |
|
|
2024
Q2 | $365K | Buy |
+4,653
| New | +$365K | 0.09% | 118 |
|