Focus Partners Wealth’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 | $3.17M | Buy |
30,418
+8,490
| +39% | +$885K | 0.01% | 789 |
|
|
2025
Q1 | $2.39M | Sell |
21,928
-10,013
| -31% | -$1.09M | 0.01% | 801 |
|
|
2024
Q4 | $3M | Buy |
31,941
+9,119
| +40% | +$858K | 0.01% | 744 |
|
|
2024
Q3 | $2.2M | Buy |
22,822
+1,251
| +6% | +$120K | 0.01% | 743 |
|
|
2024
Q2 | $1.69M | Buy |
21,571
+5,728
| +36% | +$449K | 0.01% | 688 |
|
|
2024
Q1 | $1.3M | Buy |
15,843
+3,314
| +26% | +$272K | 0.01% | 559 |
|
|
2023
Q4 | $1.06M | Buy |
+12,529
| New | +$1.06M | 0.01% | 442 |
|