Diversify Advisory Services’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
$986K Buy
2025
Q1
$426K Buy
2024
Q4
$344K Sell
2024
Q3
$395K Buy
2024
Q2
Sell
2024
Q1
$225K Buy