FAM
Fulcrum Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+3,628
| New | +$378K | 0.29% | 72 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 199 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 166 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 190 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 210 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 128 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 85 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 37 |
|
|
2020
Q3 | – | Sell |
-26,075
| Closed | -$2.43M | – | 12 |
|
|
2020
Q2 | $2.43M | Buy |
+26,075
| New | +$2.43M | 0.82% | 37 |
|