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SPC Financial Inc’s WEC Energy WEC Stock Holding History

SPC Financial Inc’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$755K Hold
7,242
– – 0.06% 137
2025
Q1 		$789K Buy
7,242
+663
+10% +$72.3K 0.07% 132
2024
Q4 		$619K Hold
6,579
– – 0.05% 146
2024
Q3 		$633K Buy
6,579
+300
+5% +$28.9K 0.06% 146
2024
Q2 		$493K Buy
6,279
+29
+0.5% +$2.28K 0.05% 159
2024
Q1 		$513K Hold
6,250
– – 0.05% 152
2023
Q4 		$526K Buy
6,250
+1,000
+19% +$84.2K 0.05% 141
2023
Q3 		$423K Sell
5,250
-12
-0.2% -$967 0.05% 152
2023
Q2 		$464K Hold
5,262
– – 0.05% 145
2023
Q1 		$499K Buy
5,262
+12
+0.2% +$1.14K 0.06% 132
2022
Q4 		$492K Hold
5,250
– – 0.06% 129
2022
Q3 		$470K Sell
5,250
-200
-4% -$17.9K 0.06% 126
2022
Q2 		$548K Sell
5,450
-200
-4% -$20.1K 0.07% 123
2022
Q1 		$564K Hold
5,650
– – 0.07% 118
2021
Q4 		$548K Buy
5,650
+100
+2% +$9.7K 0.06% 117
2021
Q3 		$490K Sell
5,550
-200
-3% -$17.7K 0.06% 114
2021
Q2 		$511K Sell
5,750
-550
-9% -$48.9K 0.06% 110
2021
Q1 		$590K Sell
6,300
-125
-2% -$11.7K 0.08% 93
2020
Q4 		$591K Sell
6,425
-744
-10% -$68.4K 0.08% 95
2020
Q3 		$695K Buy
7,169
+300
+4% +$29.1K 0.12% 79
2020
Q2 		$602K Hold
6,869
– – 0.13% 79
2020
Q1 		$605K Sell
6,869
-200
-3% -$17.6K 0.15% 78
2019
Q4 		$652K Buy
7,069
+394
+6% +$36.3K 0.12% 80
2019
Q3 		$635K Hold
6,675
– – 0.13% 79
2019
Q2 		$556K Hold
6,675
– – 0.11% 89
2019
Q1 		$528K Hold
6,675
– – 0.11% 89
2018
Q4 		$462K Hold
6,675
– – 0.13% 84
2018
Q3 		$446K Hold
6,675
– – 0.09% 92
2018
Q2 		$432K Hold
6,675
– – 0.09% 96
2018
Q1 		$419K Hold
6,675
– – 0.1% 92
2017
Q4 		$443K Hold
6,675
– – 0.1% 88
2017
Q3 		$419K Hold
6,675
– – 0.1% 86
2017
Q2 		$410K Hold
6,675
– – 0.11% 80
2017
Q1 		$405K Hold
6,675
– – 0.11% 84
2016
Q4 		$391K Hold
6,675
– – 0.12% 85
2016
Q3 		$400K Hold
6,675
– – 0.13% 91
2016
Q2 		$436K Hold
6,675
– – 0.16% 86
2016
Q1 		$401K Hold
6,675
– – 0.15% 84
2015
Q4 		$342K Hold
6,675
– – 0.13% 87
2015
Q3 		$349K Sell
6,675
-100
-1% -$5.23K 0.15% 87
2015
Q2 		$305K Sell
6,775
-56,803
-89% -$2.56M 0.09% 92
2015
Q1 		$3.15M Sell
63,578
-850
-1% -$42.1K 0.86% 39
2014
Q4 		$3.4M Sell
64,428
-150
-0.2% -$7.91K 0.99% 33
2014
Q3 		$2.78M Buy
64,578
+18,281
+39% +$786K 0.81% 41
2014
Q2 		$2.17M Buy
46,297
+2,000
+5% +$93.8K 0.61% 49
2014
Q1 		$2.06M Sell
44,297
-200
-0.4% -$9.31K 0.63% 50
2013
Q4 		$1.84M Buy
44,497
+1,400
+3% +$57.9K 0.58% 48
2013
Q3 		$1.74M Sell
43,097
-400
-0.9% -$16.2K 0.62% 46
2013
Q2 		$1.78M Buy
+43,497
New +$1.78M 0.69% 41