Future Financial 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 | $42K | Hold |
403
| – | – | 0.03% | 266 |
|
|
2025
Q1 | $43.9K | Hold |
403
| – | – | 0.03% | 254 |
|
|
2024
Q4 | $37.9K | Sell |
403
-253
| -39% | -$23.8K | 0.03% | 268 |
|
|
2024
Q3 | $63.1K | Buy |
+656
| New | +$63.1K | 0.05% | 227 |
|
|
2024
Q2 | – | Sell |
-873
| Closed | -$71.7K | – | 470 |
|
|
2024
Q1 | $71.7K | Buy |
+873
| New | +$71.7K | 0.06% | 219 |
|
|
2022
Q2 | – | Sell |
-864
| Closed | -$86K | – | 497 |
|
|
2022
Q1 | $86K | Sell |
864
-40
| -4% | -$3.98K | 0.07% | 199 |
|
|
2021
Q4 | $87K | Buy |
+904
| New | +$87K | 0.07% | 207 |
|