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Cobblestone Capital Advisors’s WEC Energy WEC Stock Holding History

Cobblestone Capital Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Buy
2,995
+156
+5% +$16.3K 0.02% 239
2025
Q1 		$309K Buy
2,839
+199
+8% +$21.7K 0.02% 239
2024
Q4 		$248K Buy
2,640
+3
+0.1% +$282 0.01% 257
2024
Q3 		$254K Buy
+2,637
New +$254K 0.01% 257