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Blake Schutter Theil Wealth Advisors’s WEC Energy WEC Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$225K Sell
2,157
-425
-16% -$44.3K 0.26% 93
2025
Q1 		$281K Sell
2,582
-369
-13% -$40.2K 0.32% 93
2024
Q4 		$278K Sell
2,951
-92
-3% -$8.65K 0.29% 92
2024
Q3 		$293K Buy
+3,043
New +$293K 0.21% 119