FSA Wealth Management’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 | $93.8K | Hold |
900
| – | – | 0.04% | 91 |
|
|
2025
Q1 | $98.1K | Hold |
900
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $84.6K | Hold |
900
| – | – | 0.03% | 102 |
|
|
2024
Q3 | $86.6K | Buy |
+900
| New | +$86.6K | 0.03% | 105 |
|
|
2024
Q1 | $73.9K | Hold |
900
| – | – | 0.03% | 109 |
|
|
2023
Q4 | $76K | Buy |
+900
| New | +$76K | 0.04% | 95 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$83K | – | 239 |
|
|
2020
Q4 | $83K | Buy |
+900
| New | +$83K | 0.04% | 95 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$79K | – | 358 |
|
|
2020
Q2 | $79K | Hold |
900
| – | – | 0.05% | 91 |
|
|
2020
Q1 | $79K | Hold |
900
| – | – | 0.07% | 83 |
|
|
2019
Q4 | $83K | Buy |
+900
| New | +$83K | 0.06% | 101 |
|