DAS
Diversify Advisory Services’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
9,014
+5,107
| +131% | +$559K | 0.04% | 335 |
|
|
2025
Q1 | $426K | Buy |
3,907
+227
| +6% | +$24.8K | 0.03% | 394 |
|
|
2024
Q4 | $344K | Sell |
3,680
-323
| -8% | -$30.2K | 0.02% | 450 |
|
|
2024
Q3 | $395K | Buy |
+4,003
| New | +$395K | 0.02% | 424 |
|
|
2024
Q2 | – | Sell |
-2,755
| Closed | -$225K | – | 719 |
|
|
2024
Q1 | $225K | Buy |
+2,755
| New | +$225K | 0.01% | 586 |
|