Successful Portfolios’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 | $311K | Hold |
2,985
| – | – | 0.19% | 110 |
|
|
2025
Q1 | $325K | Buy |
2,985
+1
| +0% | +$109 | 0.22% | 97 |
|
|
2024
Q4 | $281K | Hold |
2,984
| – | – | 0.19% | 111 |
|
|
2024
Q3 | $287K | Hold |
2,984
| – | – | 0.19% | 106 |
|
|
2024
Q2 | $234K | Sell |
2,984
-371
| -11% | -$29.1K | 0.16% | 127 |
|
|
2024
Q1 | $276K | Sell |
3,355
-621
| -16% | -$51K | 0.19% | 114 |
|
|
2023
Q4 | $335K | Buy |
3,976
+609
| +18% | +$51.3K | 0.25% | 90 |
|
|
2023
Q3 | $271K | Sell |
3,367
-4
| -0.1% | -$322 | 0.24% | 98 |
|
|
2023
Q2 | $297K | Sell |
3,371
-53
| -2% | -$4.68K | 0.26% | 87 |
|
|
2023
Q1 | $325K | Sell |
3,424
-2
| -0.1% | -$190 | 0.2% | 125 |
|
|
2022
Q4 | $321K | Sell |
3,426
-3
| -0.1% | -$281 | 0.21% | 126 |
|
|
2022
Q3 | $307K | Sell |
3,429
-25
| -0.7% | -$2.24K | 0.22% | 119 |
|
|
2022
Q2 | $348K | Sell |
3,454
-48
| -1% | -$4.84K | 0.23% | 113 |
|
|
2022
Q1 | $350K | Hold |
3,502
| – | – | 0.2% | 127 |
|
|
2021
Q4 | $340K | Sell |
3,502
-35
| -1% | -$3.4K | 0.18% | 132 |
|
|
2021
Q3 | $312K | Hold |
3,537
| – | – | 0.19% | 136 |
|
|
2021
Q2 | $315K | Sell |
3,537
-26
| -0.7% | -$2.32K | 0.19% | 135 |
|
|
2021
Q1 | $333K | Sell |
3,563
-9
| -0.3% | -$841 | 0.22% | 120 |
|
|
2020
Q4 | $329K | Sell |
3,572
-184
| -5% | -$16.9K | 0.24% | 113 |
|
|
2020
Q3 | $364K | Sell |
3,756
-16
| -0.4% | -$1.55K | 0.29% | 92 |
|
|
2020
Q2 | $331K | Buy |
3,772
+15
| +0.4% | +$1.32K | 0.29% | 96 |
|
|
2020
Q1 | $331K | Sell |
3,757
-286
| -7% | -$25.2K | 0.33% | 88 |
|
|
2019
Q4 | $373K | Sell |
4,043
-169
| -4% | -$15.6K | 0.33% | 89 |
|
|
2019
Q3 | $401K | Buy |
4,212
+128
| +3% | +$12.2K | 0.38% | 75 |
|
|
2019
Q2 | $340K | Sell |
4,084
-29
| -0.7% | -$2.41K | 0.36% | 83 |
|
|
2019
Q1 | $325K | Sell |
4,113
-24
| -0.6% | -$1.9K | 0.36% | 88 |
|
|
2018
Q4 | $287K | Sell |
4,137
-41
| -1% | -$2.84K | 0.37% | 85 |
|
|
2018
Q3 | $279K | Sell |
4,178
-175
| -4% | -$11.7K | 0.3% | 103 |
|
|
2018
Q2 | $281K | Sell |
4,353
-64
| -1% | -$4.13K | 0.33% | 94 |
|
|
2018
Q1 | $277K | Sell |
4,417
-257
| -5% | -$16.1K | 0.34% | 95 |
|
|
2017
Q4 | $310K | Buy |
+4,674
| New | +$310K | 0.39% | 86 |
|