Summit Securities Group’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 | $22.4K | Buy |
+215
| New | +$22.4K | ﹤0.01% | 573 |
|
|
2023
Q3 | – | Sell |
-412
| Closed | -$36K | – | 882 |
|
|
2023
Q2 | $36K | Sell |
412
-208
| -34% | -$18.2K | ﹤0.01% | 368 |
|
|
2023
Q1 | $59K | Buy |
620
+301
| +94% | +$28.6K | ﹤0.01% | 267 |
|
|
2022
Q4 | $30K | Sell |
319
-834
| -72% | -$78.4K | ﹤0.01% | 603 |
|
|
2022
Q3 | $103K | Buy |
1,153
+479
| +71% | +$42.8K | 0.01% | 360 |
|
|
2022
Q2 | $68K | Buy |
674
+545
| +422% | +$55K | 0.01% | 317 |
|
|
2022
Q1 | $13K | Buy |
+129
| New | +$13K | ﹤0.01% | 561 |
|
|
2015
Q3 | – | Sell |
-1,082
| Closed | -$49K | – | 481 |
|
|
2015
Q2 | $49K | Buy |
+1,082
| New | +$49K | 0.02% | 204 |
|