Weaver Capital Management’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 | $287K | Sell |
2,751
-29
| -1% | -$3.02K | 0.07% | 147 |
|
|
2025
Q1 | $303K | Sell |
2,780
-44
| -2% | -$4.8K | 0.08% | 143 |
|
|
2024
Q4 | $266K | Sell |
2,824
-785
| -22% | -$73.8K | 0.07% | 148 |
|
|
2024
Q3 | $347K | Sell |
3,609
-2,816
| -44% | -$271K | 0.1% | 134 |
|
|
2024
Q2 | $504K | Sell |
6,425
-1,523
| -19% | -$119K | 0.16% | 111 |
|
|
2024
Q1 | $653K | Buy |
7,948
+2,795
| +54% | +$230K | 0.22% | 92 |
|
|
2023
Q4 | $434K | Buy |
+5,153
| New | +$434K | 0.17% | 107 |
|