Twin City Private Wealth’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 | $1.15M | Sell |
10,997
-488
| -4% | -$50.8K | 0.94% | 40 |
|
|
2025
Q1 | $1.25M | Sell |
11,485
-226
| -2% | -$24.6K | 1.1% | 35 |
|
|
2024
Q4 | $1.1M | Buy |
11,711
+558
| +5% | +$52.5K | 0.97% | 41 |
|
|
2024
Q3 | $1.07M | Buy |
11,153
+1,539
| +16% | +$148K | 0.93% | 45 |
|
|
2024
Q2 | $754K | Buy |
+9,614
| New | +$754K | 0.71% | 56 |
|