TruNorth Capital 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 | $71.9K | Sell |
690
-242
| -26% | -$25.2K | 0.02% | 138 |
|
|
2025
Q1 | $102K | Buy |
932
+242
| +35% | +$26.4K | 0.03% | 141 |
|
|
2024
Q4 | $64.9K | Hold |
690
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $66.4K | Hold |
690
| – | – | 0.02% | 129 |
|
|
2024
Q2 | $54.1K | Buy |
690
+365
| +112% | +$28.6K | 0.02% | 126 |
|
|
2024
Q1 | $26.7K | Buy |
+325
| New | +$26.7K | 0.01% | 137 |
|