Trilogy 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 | $2.6M | Buy |
+24,971
| New | +$2.6M | 0.13% | 128 |
|
|
2019
Q1 | – | Sell |
-9,050
| Closed | -$627K | – | 162 |
|
|
2018
Q4 | $627K | Sell |
9,050
-618
| -6% | -$42.8K | 0.08% | 78 |
|
|
2018
Q3 | $645K | Sell |
9,668
-972
| -9% | -$64.8K | 0.08% | 82 |
|
|
2018
Q2 | $688K | Sell |
10,640
-62
| -0.6% | -$4.01K | 0.09% | 64 |
|
|
2018
Q1 | $671K | Buy |
+10,702
| New | +$671K | 0.1% | 65 |
|