World Investment Advisors’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 | $2.51M | Buy |
24,087
+3,319
| +16% | +$346K | 0.06% | 335 |
|
|
2025
Q1 | $2.26M | Sell |
20,768
-2,322
| -10% | -$253K | 0.06% | 329 |
|
|
2024
Q4 | $2.17M | Buy |
23,090
+2,015
| +10% | +$189K | 0.06% | 313 |
|
|
2024
Q3 | $2.03M | Buy |
21,075
+2,845
| +16% | +$274K | 0.06% | 295 |
|
|
2024
Q2 | $1.43M | Buy |
18,230
+10,314
| +130% | +$809K | 0.09% | 210 |
|
|
2024
Q1 | $1.55M | Sell |
7,916
-10,540
| -57% | -$2.07M | 0.22% | 98 |
|
|
2023
Q4 | $1.55M | Buy |
+18,456
| New | +$1.55M | 0.2% | 105 |
|