Faithward Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
4,875
+81
| +2% | +$8.44K | 0.08% | 166 |
|
|
2025
Q1 | $522K | Buy |
4,794
+136
| +3% | +$14.8K | 0.09% | 153 |
|
|
2024
Q4 | $438K | Buy |
4,658
+321
| +7% | +$30.2K | 0.07% | 161 |
|
|
2024
Q3 | $417K | Sell |
4,337
-61
| -1% | -$5.87K | 0.07% | 189 |
|
|
2024
Q2 | $345K | Buy |
4,398
+230
| +6% | +$18K | 0.06% | 194 |
|
|
2024
Q1 | $342K | Buy |
+4,168
| New | +$342K | 0.06% | 193 |
|
|
2023
Q2 | – | Sell |
-3,446
| Closed | -$323K | – | 319 |
|
|
2023
Q1 | $323K | Buy |
+3,446
| New | +$323K | 0.07% | 143 |
|