Foundations Investment 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 | $4.64M | Sell |
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|
2025
Q2 | $4.3M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $749K | Buy |
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|
2022
Q4 | $635K | Sell |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $684K | Hold |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $614K | Buy |
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|
2021
Q2 | $618K | Sell |
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|
2021
Q1 | $665K | Buy |
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|
2020
Q4 | $433K | Sell |
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|
2020
Q3 | $500K | Buy |
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