First Foundation 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 | $282K | Sell |
2,702
-597
| -18% | -$62.2K | 0.01% | 292 |
|
|
2025
Q1 | $360K | Sell |
3,299
-242
| -7% | -$26.4K | 0.01% | 251 |
|
|
2024
Q4 | $333K | Sell |
3,541
-41
| -1% | -$3.86K | 0.01% | 269 |
|
|
2024
Q3 | $345K | Buy |
3,582
+2
| +0.1% | +$192 | 0.01% | 266 |
|
|
2024
Q2 | $281K | Buy |
3,580
+210
| +6% | +$16.5K | 0.01% | 287 |
|
|
2024
Q1 | $277K | Sell |
3,370
-99
| -3% | -$8.13K | 0.01% | 293 |
|
|
2023
Q4 | $292K | Sell |
3,469
-486
| -12% | -$40.9K | 0.01% | 292 |
|
|
2023
Q3 | $319K | Buy |
+3,955
| New | +$319K | 0.01% | 317 |
|