SJS Investment Consulting’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15K | Sell |
11
-8
| -42% | -$834 | ﹤0.01% | 781 |
|
|
2025
Q1 | $2.07K | Buy |
19
+1
| +6% | +$109 | ﹤0.01% | 708 |
|
|
2024
Q4 | $1.69K | Sell |
18
-4
| -18% | -$376 | ﹤0.01% | 785 |
|
|
2024
Q3 | $2.12K | Buy |
22
+2
| +10% | +$192 | ﹤0.01% | 762 |
|
|
2024
Q2 | $1.57K | Hold |
20
| – | – | ﹤0.01% | 838 |
|
|
2024
Q1 | $1.64K | Buy |
20
+2
| +11% | +$164 | ﹤0.01% | 837 |
|
|
2023
Q4 | $1.52K | Sell |
18
-2
| -10% | -$168 | ﹤0.01% | 780 |
|
|
2023
Q3 | $1.61K | Buy |
20
+4
| +25% | +$322 | ﹤0.01% | 730 |
|
|
2023
Q2 | $1.41K | Sell |
16
-3
| -16% | -$265 | ﹤0.01% | 755 |
|
|
2023
Q1 | $1.8K | Sell |
19
-3
| -14% | -$285 | ﹤0.01% | 638 |
|
|
2022
Q4 | $2.06K | Sell |
22
-5
| -19% | -$469 | ﹤0.01% | 611 |
|
|
2022
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 559 |
|
|
2022
Q1 | $20K | Buy |
203
+3
| +2% | +$296 | 0.01% | 302 |
|
|
2021
Q4 | $19K | Buy |
+200
| New | +$19K | 0.01% | 284 |
|