Sittner & Nelson’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 | $11.1K | Hold |
107
| – | – | ﹤0.01% | 368 |
|
2025
Q1 | $11.6K | Hold |
107
| – | – | 0.01% | 359 |
|
2024
Q4 | $10K | Hold |
107
| – | – | ﹤0.01% | 349 |
|
2024
Q3 | $10.2K | Hold |
107
| – | – | ﹤0.01% | 343 |
|
2024
Q2 | $8.36K | Hold |
107
| – | – | ﹤0.01% | 358 |
|
2024
Q1 | $8.75K | Hold |
107
| – | – | ﹤0.01% | 357 |
|
2023
Q4 | $8.96K | Sell |
107
-350
| -77% | -$29.3K | ﹤0.01% | 352 |
|
2023
Q3 | $36.8K | Hold |
457
| – | – | 0.02% | 231 |
|
2023
Q2 | $40.3K | Hold |
457
| – | – | 0.02% | 232 |
|
2023
Q1 | $43.3K | Hold |
457
| – | – | 0.02% | 236 |
|
2022
Q4 | $42.8K | Hold |
457
| – | – | 0.03% | 233 |
|
2022
Q3 | $41K | Hold |
457
| – | – | 0.03% | 227 |
|
2022
Q2 | $46K | Sell |
457
-106
| -19% | -$10.7K | 0.03% | 225 |
|
2022
Q1 | $56K | Sell |
563
-107
| -16% | -$10.6K | 0.03% | 201 |
|
2021
Q4 | $65K | Hold |
670
| – | – | 0.04% | 184 |
|
2021
Q3 | $59K | Hold |
670
| – | – | 0.04% | 178 |
|
2021
Q2 | $60K | Hold |
670
| – | – | 0.04% | 160 |
|
2021
Q1 | $63K | Sell |
670
-106
| -14% | -$9.97K | 0.05% | 157 |
|
2020
Q4 | $71K | Buy |
+776
| New | +$71K | 0.06% | 138 |
|