Alliance Wealth Advisors (Utah)’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 | $3.94M | Buy |
37,787
+816
| +2% | +$85K | 0.95% | 28 |
|
|
2025
Q1 | $4.03M | Buy |
36,971
+23
| +0.1% | +$2.51K | 1.05% | 20 |
|
|
2024
Q4 | $3.47M | Buy |
36,948
+1,016
| +3% | +$95.5K | 0.9% | 32 |
|
|
2024
Q3 | $3.46M | Buy |
35,932
+1,720
| +5% | +$165K | 0.91% | 40 |
|
|
2024
Q2 | $2.68M | Buy |
34,212
+1,488
| +5% | +$117K | 0.79% | 44 |
|
|
2024
Q1 | $2.69M | Buy |
32,724
+9,221
| +39% | +$757K | 0.8% | 44 |
|
|
2023
Q4 | $1.98M | Buy |
23,503
+838
| +4% | +$70.5K | 0.66% | 50 |
|
|
2023
Q3 | $1.83M | Buy |
22,665
+1,235
| +6% | +$99.5K | 0.68% | 48 |
|
|
2023
Q2 | $1.89M | Buy |
21,430
+766
| +4% | +$67.6K | 0.7% | 49 |
|
|
2023
Q1 | $1.96M | Buy |
20,664
+623
| +3% | +$59.1K | 0.79% | 41 |
|
|
2022
Q4 | $1.88M | Buy |
+20,041
| New | +$1.88M | 0.84% | 36 |
|