West Family Investments’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 | $439K | Sell |
4,215
-1
| -0% | -$104 | 0.11% | 183 |
|
|
2025
Q1 | $459K | Buy |
4,216
+63
| +2% | +$6.87K | 0.17% | 121 |
|
|
2024
Q4 | $391K | Buy |
4,153
+898
| +28% | +$84.4K | 0.14% | 151 |
|
|
2024
Q3 | $313K | Buy |
3,255
+101
| +3% | +$9.71K | 0.11% | 200 |
|
|
2024
Q2 | $247K | Sell |
3,154
-1,856
| -37% | -$146K | 0.07% | 204 |
|
|
2024
Q1 | $411K | Buy |
+5,010
| New | +$411K | 0.13% | 132 |
|
|
2023
Q4 | – | Sell |
-5,164
| Closed | -$416K | – | 263 |
|
|
2023
Q3 | $416K | Buy |
5,164
+1,983
| +62% | +$160K | 0.15% | 110 |
|
|
2023
Q2 | $281K | Sell |
3,181
-2,262
| -42% | -$200K | 0.11% | 165 |
|
|
2023
Q1 | $516K | Sell |
5,443
-293
| -5% | -$27.8K | 0.2% | 87 |
|
|
2022
Q4 | $538K | Buy |
5,736
+1,067
| +23% | +$100K | 0.18% | 96 |
|
|
2022
Q3 | $418K | Buy |
4,669
+983
| +27% | +$88K | 0.17% | 110 |
|
|
2022
Q2 | $371K | Buy |
+3,686
| New | +$371K | 0.15% | 124 |
|
|
2021
Q4 | – | Sell |
-10,108
| Closed | -$892K | – | 372 |
|
|
2021
Q3 | $892K | Buy |
10,108
+2,154
| +27% | +$190K | 0.23% | 77 |
|
|
2021
Q2 | $708K | Buy |
+7,954
| New | +$708K | 0.19% | 86 |
|