Aviso Financial’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 | $1.31M | Buy |
12,584
+543
| +5% | +$56.6K | 0.06% | 132 |
|
|
2025
Q1 | $1.31M | Buy |
12,041
+952
| +9% | +$104K | 0.06% | 121 |
|
|
2024
Q4 | $1.04M | Buy |
11,089
+436
| +4% | +$41K | 0.05% | 144 |
|
|
2024
Q3 | $1.02M | Buy |
10,653
+906
| +9% | +$87.1K | 0.05% | 144 |
|
|
2024
Q2 | $765K | Buy |
+9,747
| New | +$765K | 0.04% | 163 |
|