Claro Advisors’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 | – | Sell |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $766K | Sell |
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|
2024
Q3 | $924K | Buy |
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12K | Buy |
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