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Asset Planning Inc’s WEC Energy WEC Stock Holding History

Asset Planning Inc’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.1K Hold
558
– – 0.04% 134
2025
Q1 		$60.8K Hold
558
– – 0.05% 131
2024
Q4 		$52.5K Buy
+558
New +$52.5K 0.04% 143