VisionPoint Advisory Group’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 | $234K | Buy |
+2,245
| New | +$234K | 0.05% | 318 |
|
|
2024
Q3 | – | Sell |
-205
| Closed | -$16.1K | – | 786 |
|
|
2024
Q2 | $16.1K | Buy |
205
+183
| +832% | +$14.4K | 0.01% | 426 |
|
|
2024
Q1 | $1.81K | Sell |
22
-4
| -15% | -$329 | ﹤0.01% | 690 |
|
|
2023
Q4 | $2.19K | Sell |
26
-10
| -28% | -$842 | ﹤0.01% | 614 |
|
|
2023
Q3 | $2.9K | Buy |
36
+31
| +620% | +$2.5K | ﹤0.01% | 556 |
|
|
2023
Q2 | $441 | Buy |
+5
| New | +$441 | ﹤0.01% | 547 |
|