Axxcess Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
2,766
-5,590
| -67% | -$583K | 0.01% | 723 |
|
|
2025
Q1 | $911K | Buy |
8,356
+2,121
| +34% | +$231K | 0.02% | 416 |
|
|
2024
Q4 | $586K | Buy |
6,235
+1,248
| +25% | +$117K | 0.01% | 507 |
|
|
2024
Q3 | $480K | Buy |
4,987
+2,259
| +83% | +$217K | 0.01% | 558 |
|
|
2024
Q2 | $214K | Buy |
2,728
+1
| +0% | +$78 | 0.01% | 776 |
|
|
2024
Q1 | $224K | Sell |
2,727
-2,437
| -47% | -$200K | 0.01% | 773 |
|
|
2023
Q4 | $435K | Buy |
5,164
+2,162
| +72% | +$182K | 0.01% | 552 |
|
|
2023
Q3 | $242K | Buy |
+3,002
| New | +$242K | 0.01% | 665 |
|
|
2022
Q3 | – | Sell |
-2,306
| Closed | -$232K | – | 617 |
|
|
2022
Q2 | $232K | Buy |
+2,306
| New | +$232K | 0.02% | 457 |
|