First Foundation Advisors’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Sell
2025
Q2
$282K Sell
2025
Q1
$360K Sell
2024
Q4
$333K Sell
2024
Q3
$345K Buy
2024
Q2
$281K Buy
2024
Q1
$277K Sell
2023
Q4
$292K Sell
2023
Q3
$319K Buy