Kestra Investment 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
$34.3K Hold
315
﹤0.01% 586
2025
Q1
$34.3K Sell
315
-337
-52% -$36.7K ﹤0.01% 499
2024
Q4
$61.3K Buy
+652
New +$61.3K ﹤0.01% 496