Summit Financial’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 | $1.09M | Buy |
10,466
+545
| +5% | +$56.8K | 0.02% | 405 |
|
|
2025
Q1 | $1.08M | Buy |
9,921
+10
| +0.1% | +$1.09K | 0.03% | 362 |
|
|
2024
Q4 | $932K | Buy |
9,911
+3,827
| +63% | +$360K | 0.03% | 330 |
|
|
2024
Q3 | $585K | Buy |
6,084
+84
| +1% | +$8.08K | 0.02% | 349 |
|
|
2024
Q2 | $471K | Buy |
6,000
+777
| +15% | +$61K | 0.02% | 334 |
|
|
2024
Q1 | $429K | Sell |
5,223
-125
| -2% | -$10.3K | 0.03% | 279 |
|
|
2023
Q4 | $450K | Sell |
5,348
-240
| -4% | -$20.2K | 0.03% | 258 |
|
|
2023
Q3 | $450K | Buy |
5,588
+5
| +0.1% | +$403 | 0.03% | 246 |
|
|
2023
Q2 | $493K | Buy |
+5,583
| New | +$493K | 0.04% | 225 |
|