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Legacy Capital Wealth Partners’s WEC Energy WEC Stock Holding History

Legacy Capital Wealth Partners’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$270K Sell
2,586
-145
-5% -$15.1K 0.06% 316
2025
Q1 		$298K Buy
2,731
+295
+12% +$32.2K 0.07% 280
2024
Q4 		$229K Sell
2,436
-2,557
-51% -$240K 0.06% 315
2024
Q3 		$480K Buy
+4,993
New +$480K 0.1% 204