Synergy Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-229
| Closed | -$22.1K | – | 861 |
|
|
2024
Q4 | $22.1K | Buy |
+229
| New | +$22.1K | ﹤0.01% | 354 |
|
|
2024
Q2 | – | Sell |
-33,605
| Closed | -$2.76M | – | 169 |
|
|
2024
Q1 | $2.76M | Sell |
33,605
-6,269
| -16% | -$515K | 0.47% | 61 |
|
|
2023
Q4 | $3.36M | Sell |
39,874
-859
| -2% | -$72.3K | 0.6% | 44 |
|
|
2023
Q3 | $3.28M | Buy |
+40,733
| New | +$3.28M | 0.65% | 48 |
|