Financial Advisory Partners’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 | $497K | Sell |
4,767
-197
| -4% | -$20.5K | 0.16% | 57 |
|
|
2025
Q1 | $541K | Sell |
4,964
-380
| -7% | -$41.4K | 0.18% | 57 |
|
|
2024
Q4 | $503K | Hold |
5,344
| – | – | 0.17% | 58 |
|
|
2024
Q3 | $514K | Sell |
5,344
-150
| -3% | -$14.4K | 0.17% | 57 |
|
|
2024
Q2 | $431K | Sell |
5,494
-650
| -11% | -$51K | 0.16% | 55 |
|
|
2024
Q1 | $505K | Sell |
6,144
-395
| -6% | -$32.4K | 0.2% | 55 |
|
|
2023
Q4 | $550K | Sell |
6,539
-185
| -3% | -$15.6K | 0.2% | 56 |
|
|
2023
Q3 | $542K | Sell |
6,724
-300
| -4% | -$24.2K | 0.22% | 58 |
|
|
2023
Q2 | $620K | Buy |
+7,024
| New | +$620K | 0.24% | 57 |
|