FPAS
Focus Partners Advisor Solutions’s WEC Energy WEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,680
| Closed | -$440K | – | 1037 |
|
2024
Q4 | $440K | Buy |
4,680
+1,430
| +44% | +$135K | 0.01% | 506 |
|
2024
Q3 | $313K | Buy |
+3,250
| New | +$313K | 0.01% | 563 |
|
2024
Q2 | – | Sell |
-2,638
| Closed | -$217K | – | 681 |
|
2024
Q1 | $217K | Buy |
+2,638
| New | +$217K | 0.01% | 559 |
|
2022
Q1 | – | Sell |
-2,179
| Closed | -$212K | – | 354 |
|
2021
Q4 | $212K | Buy |
+2,179
| New | +$212K | 0.04% | 133 |
|