Fortis Group 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 | $396K | Hold |
3,805
| – | – | 0.07% | 169 |
|
|
2025
Q1 | $415K | Hold |
3,805
| – | – | 0.08% | 145 |
|
|
2024
Q4 | $358K | Hold |
3,805
| – | – | 0.07% | 152 |
|
|
2024
Q3 | $366K | Hold |
3,805
| – | – | 0.07% | 145 |
|
|
2024
Q2 | $299K | Hold |
3,805
| – | – | 0.06% | 153 |
|
|
2024
Q1 | $312K | Sell |
3,805
-3,805
| -50% | -$312K | 0.06% | 163 |
|
|
2023
Q4 | $641K | Buy |
7,610
+3,805
| +100% | +$320K | 0.16% | 63 |
|
|
2023
Q3 | $306K | Buy |
+3,805
| New | +$306K | 0.09% | 92 |
|
|
2020
Q3 | $573K | Buy |
+5,924
| New | +$573K | 0.11% | 95 |
|