Atria Wealth Solutions’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $907K | Buy |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $440K | Buy |
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