Steph & Co’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 | $732K | Hold |
7,023
| – | – | 0.24% | 41 |
|
|
2025
Q1 | $765K | Hold |
7,023
| – | – | 0.28% | 36 |
|
|
2024
Q4 | $660K | Hold |
7,023
| – | – | 0.22% | 46 |
|
|
2024
Q3 | $675K | Sell |
7,023
-73
| -1% | -$7.02K | 0.22% | 46 |
|
|
2024
Q2 | $557K | Hold |
7,096
| – | – | 0.19% | 51 |
|
|
2024
Q1 | $583K | Hold |
7,096
| – | – | 0.2% | 54 |
|
|
2023
Q4 | $597K | Sell |
7,096
-100
| -1% | -$8.42K | 0.29% | 42 |
|
|
2023
Q3 | $580K | Buy |
7,196
+78
| +1% | +$6.28K | 0.32% | 43 |
|
|
2023
Q2 | $628K | Buy |
7,118
+34
| +0.5% | +$3K | 0.34% | 43 |
|
|
2023
Q1 | $671K | Hold |
7,084
| – | – | 0.42% | 38 |
|
|
2022
Q4 | $664K | Hold |
7,084
| – | – | 0.42% | 39 |
|
|
2022
Q3 | $634K | Hold |
7,084
| – | – | 0.44% | 32 |
|
|
2022
Q2 | $713K | Hold |
7,084
| – | – | 0.44% | 33 |
|
|
2022
Q1 | $707K | Hold |
7,084
| – | – | 0.42% | 27 |
|
|
2021
Q4 | $688K | Hold |
7,084
| – | – | 0.4% | 28 |
|
|
2021
Q3 | $625K | Sell |
7,084
-1,050
| -13% | -$92.6K | 0.4% | 26 |
|
|
2021
Q2 | $724K | Hold |
8,134
| – | – | 0.47% | 24 |
|
|
2021
Q1 | $761K | Hold |
8,134
| – | – | 0.53% | 23 |
|
|
2020
Q4 | $749K | Hold |
8,134
| – | – | 0.57% | 23 |
|
|
2020
Q3 | $788K | Sell |
8,134
-1,000
| -11% | -$96.9K | 0.74% | 21 |
|
|
2020
Q2 | $801K | Sell |
9,134
-987
| -10% | -$86.6K | 0.8% | 21 |
|
|
2020
Q1 | $892K | Hold |
10,121
| – | – | 1.02% | 22 |
|
|
2019
Q4 | $933K | Buy |
+10,121
| New | +$933K | 0.79% | 26 |
|