Syon Capital’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 | $416K | Buy |
3,996
+1,816
| +83% | +$189K | 0.03% | 439 |
|
|
2025
Q1 | $238K | Buy |
+2,180
| New | +$238K | 0.02% | 493 |
|
|
2024
Q4 | – | Sell |
-3,142
| Closed | -$302K | – | 602 |
|
|
2024
Q3 | $302K | Buy |
3,142
+189
| +6% | +$18.2K | 0.03% | 358 |
|
|
2024
Q2 | $232K | Buy |
2,953
+24
| +0.8% | +$1.88K | 0.02% | 398 |
|
|
2024
Q1 | $241K | Sell |
2,929
-3,571
| -55% | -$293K | 0.02% | 401 |
|
|
2023
Q4 | $547K | Buy |
+6,500
| New | +$547K | 0.02% | 385 |
|