CWS Financial 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
Q3 | $481K | Buy |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $200K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $447K | Hold |
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|
2019
Q4 | $447K | Buy |
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