Financial Management Professionals’s WEC Energy WEC Stock Holding History

Financial Management Professionals’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 Q2	$11.9K	Hold	114	–	–	﹤0.01%	509
2025 Q1	$12.4K	Buy	114 +9	+9%	+$977	﹤0.01%	491
2024 Q4	$9.85K	Buy	105 +5	+5%	+$469	﹤0.01%	514
2024 Q3	$10K	Buy	100 +1	+1%	+$100	﹤0.01%	533
2024 Q2	$8K	Buy	99 +1	+1%	+$81	﹤0.01%	526
2024 Q1	$8K	Sell	98 -111	-53%	-$9.06K	﹤0.01%	583
2023 Q4	$18K	Hold	209	–	–	﹤0.01%	426
2023 Q3	$17K	Sell	209 -4	-2%	-$325	﹤0.01%	405
2023 Q2	$19K	Sell	213 -4	-2%	-$357	﹤0.01%	424
2023 Q1	$21K	Buy	217 +85	+64%	+$8.23K	﹤0.01%	416
2022 Q4	$12K	Sell	132 -14	-10%	-$1.27K	﹤0.01%	470
2022 Q3	$13K	Buy	146 +2	+1%	+$178	﹤0.01%	438
2022 Q2	$14K	Buy	144 +28	+24%	+$2.72K	﹤0.01%	431
2022 Q1	$12K	Buy	116 +4	+4%	+$414	﹤0.01%	494
2021 Q4	$11K	Hold	112	–	–	﹤0.01%	472
2021 Q3	$10K	Hold	112	–	–	﹤0.01%	486
2021 Q2	$10K	Sell	112 -10	-8%	-$893	﹤0.01%	405
2021 Q1	$11K	Hold	122	–	–	﹤0.01%	361
2020 Q4	$11K	Hold	122	–	–	﹤0.01%	337
2020 Q3	$12K	Hold	122	–	–	﹤0.01%	300
2020 Q2	$11K	Buy	122 +10	+9%	+$902	﹤0.01%	303
2020 Q1	$10K	Hold	112	–	–	﹤0.01%	169
2019 Q4	$10K	Hold	112	–	–	﹤0.01%	186
2019 Q3	$11K	Hold	112	–	–	﹤0.01%	177
2019 Q2	$9K	Hold	112	–	–	﹤0.01%	207
2019 Q1	$9K	Hold	112	–	–	﹤0.01%	169
2018 Q4	$8K	Hold	112	–	–	0.01%	165
2018 Q3	$7K	Hold	112	–	–	﹤0.01%	197
2018 Q2	$7K	Hold	112	–	–	﹤0.01%	184
2018 Q1	$7K	Hold	112	–	–	﹤0.01%	186
2017 Q4	$7K	Hold	112	–	–	﹤0.01%	156
2017 Q3	$7K	Hold	112	–	–	﹤0.01%	154
2017 Q2	$6K	Hold	112	–	–	﹤0.01%	186
2017 Q1	$6K	Hold	112	–	–	﹤0.01%	211
2016 Q4	$6K	Sell	112 -318	-74%	-$17K	﹤0.01%	196
2016 Q3	$25K	Buy	430 +318	+284%	+$18.5K	0.01%	129
2016 Q2	$7K	Hold	112	–	–	﹤0.01%	267
2016 Q1	$7K	Hold	112	–	–	﹤0.01%	171
2015 Q4	$5K	Hold	112	–	–	﹤0.01%	190
2015 Q3	$6K	Hold	112	–	–	﹤0.01%	192
2015 Q2	$5K	Buy	+112	New	+$5K	﹤0.01%	207