EP
WEC icon

Essential Planning’s WEC Energy WEC Stock Holding History

Essential Planning’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
Q1 		– Sell
-31,720
Closed -$3.08M – 301
2024
Q4 		$3.08M Buy
+31,720
New +$3.08M 0.02% 156