Venture Visionary Partners’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 | $1.14M | Buy |
10,931
+86
| +0.8% | +$8.96K | 0.04% | 265 |
|
|
2025
Q1 | $1.18M | Sell |
10,845
-99
| -0.9% | -$10.8K | 0.05% | 262 |
|
|
2024
Q4 | $1.03M | Buy |
10,944
+26
| +0.2% | +$2.45K | 0.04% | 264 |
|
|
2024
Q3 | $1.05M | Buy |
10,918
+43
| +0.4% | +$4.14K | 0.05% | 269 |
|
|
2024
Q2 | $853K | Buy |
10,875
+2
| +0% | +$157 | 0.04% | 294 |
|
|
2024
Q1 | $893K | Hold |
10,873
| – | – | 0.04% | 288 |
|
|
2023
Q4 | $915K | Buy |
10,873
+2,671
| +33% | +$225K | 0.05% | 263 |
|
|
2023
Q3 | $661K | Sell |
8,202
-50
| -0.6% | -$4.03K | 0.04% | 291 |
|
|
2023
Q2 | $728K | Hold |
8,252
| – | – | 0.04% | 282 |
|
|
2023
Q1 | $782K | Buy |
8,252
+59
| +0.7% | +$5.59K | 0.05% | 268 |
|
|
2022
Q4 | $768K | Sell |
8,193
-8
| -0.1% | -$750 | 0.06% | 251 |
|
|
2022
Q3 | $733K | Hold |
8,201
| – | – | 0.06% | 247 |
|
|
2022
Q2 | $825K | Hold |
8,201
| – | – | 0.06% | 227 |
|
|
2022
Q1 | $818K | Buy |
8,201
+46
| +0.6% | +$4.59K | 0.05% | 245 |
|
|
2021
Q4 | $791K | Buy |
8,155
+373
| +5% | +$36.2K | 0.05% | 255 |
|
|
2021
Q3 | $686K | Sell |
7,782
-365
| -4% | -$32.2K | 0.05% | 268 |
|
|
2021
Q2 | $724K | Buy |
8,147
+13
| +0.2% | +$1.16K | 0.06% | 250 |
|
|
2021
Q1 | $761K | Buy |
8,134
+31
| +0.4% | +$2.9K | 0.06% | 235 |
|
|
2020
Q4 | $745K | Buy |
8,103
+4,980
| +159% | +$458K | 0.08% | 188 |
|
|
2020
Q3 | $302K | Hold |
3,123
| – | – | 0.07% | 149 |
|
|
2020
Q2 | $273K | Hold |
3,123
| – | – | 0.08% | 138 |
|
|
2020
Q1 | $275K | Hold |
3,123
| – | – | 0.1% | 120 |
|
|
2019
Q4 | $288K | Buy |
+3,123
| New | +$288K | 0.09% | 136 |
|