FPTW
Franklin, Parlapiano, Turner & Welch’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Sell |
85,582
-5,042
| -6% | -$525K | 2.33% | 12 |
|
|
2025
Q1 | $9.88M | Sell |
90,624
-2,938
| -3% | -$320K | 2.66% | 7 |
|
|
2024
Q4 | $8.8M | Sell |
93,562
-2,138
| -2% | -$201K | 2.38% | 10 |
|
|
2024
Q3 | $9.2M | Buy |
95,700
+6
| +0% | +$577 | 2.38% | 11 |
|
|
2024
Q2 | $7.51M | Buy |
95,694
+441
| +0.5% | +$34.6K | 2.08% | 17 |
|
|
2024
Q1 | $7.82M | Buy |
+95,253
| New | +$7.82M | 2.15% | 16 |
|