LWM
Lodestone Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
2,760
-128
| -4% | -$13.3K | 0.14% | 136 |
|
|
2025
Q1 | $315K | Hold |
2,888
| – | – | 0.17% | 118 |
|
|
2024
Q4 | $272K | Hold |
2,888
| – | – | 0.14% | 125 |
|
|
2024
Q3 | $278K | Hold |
2,888
| – | – | 0.14% | 118 |
|
|
2024
Q2 | $227K | Hold |
2,888
| – | – | 0.12% | 141 |
|
|
2024
Q1 | $237K | Hold |
2,888
| – | – | 0.12% | 140 |
|
|
2023
Q4 | $243K | Hold |
2,888
| – | – | 0.14% | 131 |
|
|
2023
Q3 | $233K | Hold |
2,888
| – | – | 0.16% | 119 |
|
|
2023
Q2 | $255K | Hold |
2,888
| – | – | 0.17% | 118 |
|
|
2023
Q1 | $274K | Sell |
2,888
-169
| -6% | -$16K | 0.21% | 111 |
|
|
2022
Q4 | $287K | Buy |
+3,057
| New | +$287K | 0.23% | 100 |
|