GWP
Gateway Wealth Partners’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
2,519
+197
| +8% | +$20.5K | 0.05% | 301 |
|
|
2025
Q1 | $253K | Buy |
2,322
+24
| +1% | +$2.62K | 0.06% | 270 |
|
|
2024
Q4 | $216K | Buy |
2,298
+1
| +0% | +$94 | 0.06% | 275 |
|
|
2024
Q3 | $221K | Buy |
+2,297
| New | +$221K | 0.06% | 259 |
|
|
2023
Q3 | – | Sell |
-2,481
| Closed | -$219K | – | 272 |
|
|
2023
Q2 | $219K | Buy |
2,481
+102
| +4% | +$9K | 0.04% | 223 |
|
|
2023
Q1 | $225K | Buy |
2,379
+1
| +0% | +$95 | 0.03% | 200 |
|
|
2022
Q4 | $223K | Buy |
+2,378
| New | +$223K | 0.04% | 179 |
|