Foundations Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
41,280
+28,830
| +232% | +$3M | 0.07% | 218 |
|
|
2025
Q1 | $1.36M | Buy |
12,450
+261
| +2% | +$28.4K | 0.03% | 351 |
|
|
2024
Q4 | $1.15M | Buy |
12,189
+438
| +4% | +$41.2K | 0.02% | 376 |
|
|
2024
Q3 | $1.13M | Buy |
11,751
+2,307
| +24% | +$222K | 0.02% | 342 |
|
|
2024
Q2 | $741K | Buy |
9,444
+2,427
| +35% | +$190K | 0.02% | 410 |
|
|
2024
Q1 | $576K | Sell |
7,017
-1,074
| -13% | -$88.2K | 0.02% | 439 |
|
|
2023
Q4 | $662K | Buy |
8,091
+1,517
| +23% | +$124K | 0.02% | 377 |
|
|
2023
Q3 | $530K | Sell |
6,574
-405
| -6% | -$32.6K | 0.02% | 373 |
|
|
2023
Q2 | $616K | Sell |
6,979
-928
| -12% | -$81.9K | 0.02% | 327 |
|
|
2023
Q1 | $749K | Buy |
7,907
+1,136
| +17% | +$108K | 0.03% | 266 |
|
|
2022
Q4 | $635K | Sell |
6,771
-67
| -1% | -$6.28K | 0.03% | 247 |
|
|
2022
Q3 | $611K | Buy |
6,838
+80
| +1% | +$7.15K | 0.03% | 211 |
|
|
2022
Q2 | $684K | Hold |
6,758
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $697K | Buy |
6,758
+18
| +0.3% | +$1.86K | 0.03% | 158 |
|
|
2021
Q4 | $645K | Sell |
6,740
-170
| -2% | -$16.3K | 0.02% | 167 |
|
|
2021
Q3 | $614K | Buy |
6,910
+184
| +3% | +$16.4K | 0.03% | 153 |
|
|
2021
Q2 | $618K | Sell |
6,726
-390
| -5% | -$35.8K | 0.03% | 144 |
|
|
2021
Q1 | $665K | Buy |
7,116
+2,193
| +45% | +$205K | 0.04% | 116 |
|
|
2020
Q4 | $433K | Sell |
4,923
-191
| -4% | -$16.8K | 0.03% | 124 |
|
|
2020
Q3 | $500K | Buy |
+5,114
| New | +$500K | 0.11% | 108 |
|