Wealthquest’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 | $356K | Sell |
3,420
-3
| -0.1% | -$313 | 0.03% | 94 |
|
|
2025
Q1 | $373K | Buy |
3,423
+6
| +0.2% | +$654 | 0.03% | 87 |
|
|
2024
Q4 | $321K | Buy |
3,417
+17
| +0.5% | +$1.6K | 0.03% | 97 |
|
|
2024
Q3 | $329K | Hold |
3,400
| – | – | 0.03% | 97 |
|
|
2024
Q2 | $267K | Hold |
3,400
| – | – | 0.03% | 105 |
|
|
2024
Q1 | $279K | Hold |
3,400
| – | – | 0.03% | 110 |
|
|
2023
Q4 | $286K | Sell |
3,400
-9
| -0.3% | -$758 | 0.03% | 113 |
|
|
2023
Q3 | $275K | Buy |
+3,409
| New | +$275K | 0.03% | 108 |
|