Farther Finance 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 | $715K | Sell |
6,861
-1,064
| -13% | -$111K | 0.01% | 737 |
|
|
2025
Q1 | $863K | Buy |
7,925
+1,257
| +19% | +$137K | 0.02% | 572 |
|
|
2024
Q4 | $627K | Sell |
6,668
-9
| -0.1% | -$846 | 0.02% | 514 |
|
|
2024
Q3 | $642K | Buy |
6,677
+250
| +4% | +$24K | 0.02% | 496 |
|
|
2024
Q2 | $499K | Buy |
6,427
+1,055
| +20% | +$82K | 0.02% | 482 |
|
|
2024
Q1 | $438K | Buy |
5,372
+3,211
| +149% | +$262K | 0.03% | 431 |
|
|
2023
Q4 | $182K | Sell |
2,161
-18
| -0.8% | -$1.52K | 0.01% | 576 |
|
|
2023
Q3 | $176K | Buy |
2,179
+486
| +29% | +$39.1K | 0.03% | 414 |
|
|
2023
Q2 | $149K | Sell |
1,693
-339
| -17% | -$29.9K | 0.03% | 365 |
|
|
2023
Q1 | $193K | Buy |
2,032
+902
| +80% | +$85.5K | 0.06% | 267 |
|
|
2022
Q4 | $106K | Buy |
+1,130
| New | +$106K | 0.04% | 315 |
|