CIAS
CFS Investment Advisory Services’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
2,410
+148
| +7% | +$15.4K | 0.02% | 294 |
|
|
2025
Q1 | $247K | Buy |
2,262
+88
| +4% | +$9.61K | 0.02% | 280 |
|
|
2024
Q4 | $204K | Buy |
+2,174
| New | +$204K | 0.02% | 291 |
|
|
2022
Q4 | – | Sell |
-67,877
| Closed | -$1K | – | 274 |
|
|
2022
Q3 | $1K | Buy |
+67,877
| New | +$1K | ﹤0.01% | 221 |
|
|
2022
Q2 | – | Sell |
-42,818
| Closed | – | – | 536 |
|
|
2022
Q1 | $0 | Buy |
+42,818
| New | – | ﹤0.01% | 555 |
|