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Legacy Financial Strategies’s WEC Energy WEC Stock Holding History

Legacy Financial Strategies’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,602
Closed -$245K – 127
2024
Q4 		$245K Buy
2,602
+17
+0.7% +$1.6K 0.05% 107
2024
Q3 		$249K Buy
+2,585
New +$249K 0.05% 100