Trueblood Wealth 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
Q2 | $1.13M | Buy |
10,880
+9
| +0.1% | +$938 | 0.47% | 69 |
|
|
2025
Q1 | $1.18M | Sell |
10,871
-43
| -0.4% | -$4.69K | 0.55% | 58 |
|
|
2024
Q4 | $1.03M | Sell |
10,914
-291
| -3% | -$27.4K | 0.51% | 60 |
|
|
2024
Q3 | $1.08M | Sell |
11,205
-1
| -0% | -$96 | 0.54% | 55 |
|
|
2024
Q2 | $879K | Sell |
11,206
-465
| -4% | -$36.5K | 0.5% | 66 |
|
|
2024
Q1 | $958K | Buy |
11,671
+146
| +1% | +$12K | 0.55% | 56 |
|
|
2023
Q4 | $970K | Buy |
+11,525
| New | +$970K | 0.61% | 49 |
|