Sunbelt Securities’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 | $4.8K | Sell |
51
-1,339
| -96% | -$126K | ﹤0.01% | 1454 |
|
|
2025
Q1 | $151K | Buy |
1,390
+1,339
| +2,625% | +$146K | 0.01% | 634 |
|
|
2024
Q4 | $4.81K | Hold |
51
| – | – | ﹤0.01% | 1455 |
|
|
2024
Q3 | $4.91K | Hold |
51
| – | – | ﹤0.01% | 1445 |
|
|
2024
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 1436 |
|
|
2024
Q1 | $4.19K | Sell |
51
-119
| -70% | -$9.77K | ﹤0.01% | 1397 |
|
|
2023
Q4 | $14.3K | Sell |
170
-1,009
| -86% | -$84.9K | ﹤0.01% | 1097 |
|
|
2023
Q3 | $95K | Sell |
1,179
-2
| -0.2% | -$161 | 0.01% | 667 |
|
|
2023
Q2 | $104K | Buy |
1,181
+711
| +151% | +$62.7K | 0.02% | 638 |
|
|
2023
Q1 | $44.4K | Buy |
+470
| New | +$44.4K | 0.01% | 777 |
|
|
2020
Q1 | – | Sell |
-3,872
| Closed | -$357K | – | 657 |
|
|
2019
Q4 | $357K | Buy |
3,872
+16
| +0.4% | +$1.48K | 0.04% | 400 |
|
|
2019
Q3 | $367K | Buy |
+3,856
| New | +$367K | 0.04% | 370 |
|