Journey Strategic Wealth’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
$546K Buy
5,236
+1,062
+25% +$111K 0.02% 277
2025
Q1
$455K Buy
4,174
+111
+3% +$12.1K 0.02% 240
2024
Q4
$382K Buy
4,063
+542
+15% +$51K 0.01% 281
2024
Q3
$339K Buy
+3,521
New +$339K 0.01% 302