Fortis Group Advisors’s WEC Energy WEC Stock Holding History

Fortis Group Advisors’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$436K	Hold
2025 Q2	$396K	Hold
2025 Q1	$415K	Hold
2024 Q4	$358K	Hold
2024 Q3	$366K	Hold
2024 Q2	$299K	Hold
2024 Q1	$312K	Sell
2023 Q4	$641K	Buy
2023 Q3	$306K	Buy
2020 Q3	$573K	Buy