Vantage Financial Partners (Wisconsin)’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 | $880K | Buy |
8,440
+47
| +0.6% | +$4.9K | 0.2% | 69 |
|
|
2025
Q1 | $915K | Buy |
8,393
+48
| +0.6% | +$5.23K | 0.23% | 63 |
|
|
2024
Q4 | $785K | Buy |
8,345
+40
| +0.5% | +$3.76K | 0.2% | 71 |
|
|
2024
Q3 | $799K | Buy |
8,305
+116
| +1% | +$11.2K | 0.2% | 72 |
|
|
2024
Q2 | $642K | Sell |
8,189
-1,100
| -12% | -$86.3K | 0.17% | 66 |
|
|
2024
Q1 | $763K | Buy |
9,289
+1,604
| +21% | +$132K | 0.21% | 57 |
|
|
2023
Q4 | $647K | Buy |
7,685
+1,547
| +25% | +$130K | 0.19% | 56 |
|
|
2023
Q3 | $494K | Buy |
6,138
+45
| +0.7% | +$3.63K | 0.19% | 39 |
|
|
2023
Q2 | $538K | Buy |
6,093
+45
| +0.7% | +$3.97K | 0.2% | 33 |
|
|
2023
Q1 | $573K | Buy |
6,048
+42
| +0.7% | +$3.98K | 0.23% | 37 |
|
|
2022
Q4 | $563K | Buy |
6,006
+17
| +0.3% | +$1.59K | 0.34% | 24 |
|
|
2022
Q3 | $536K | Buy |
5,989
+34
| +0.6% | +$3.04K | 0.36% | 25 |
|
|
2022
Q2 | $599K | Buy |
5,955
+33
| +0.6% | +$3.32K | 0.35% | 19 |
|
|
2022
Q1 | $591K | Sell |
5,922
-74
| -1% | -$7.39K | 0.3% | 24 |
|
|
2021
Q4 | $582K | Buy |
+5,996
| New | +$582K | 0.23% | 27 |
|