Frank Rimerman 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 | $305K | Sell |
2,926
-890
| -23% | -$92.7K | 0.02% | 451 |
|
|
2025
Q1 | $416K | Sell |
3,816
-207
| -5% | -$22.6K | 0.03% | 351 |
|
|
2024
Q4 | $378K | Buy |
4,023
+919
| +30% | +$86.4K | 0.03% | 366 |
|
|
2024
Q3 | $299K | Sell |
3,104
-9,019
| -74% | -$867K | 0.02% | 421 |
|
|
2024
Q2 | $951K | Buy |
+12,123
| New | +$951K | 0.07% | 230 |
|