Mark Sheptoff Financial Planning’s WEC Energy WEC Stock Holding History

Mark Sheptoff Financial Planning’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	$87.5K	Buy	840 +100	+14%	+$10.4K	0.05%	139
2025 Q1	$80.6K	Hold	740	–	–	0.04%	135
2024 Q4	$69.6K	Hold	740	–	–	0.04%	149
2024 Q3	$71.2K	Hold	740	–	–	0.04%	148
2024 Q2	$58.1K	Buy	740 +90	+14%	+$7.06K	0.03%	169
2024 Q1	$53.4K	Hold	650	–	–	0.03%	170
2023 Q4	$54.7K	Hold	650	–	–	0.03%	152
2023 Q3	$52.4K	Hold	650	–	–	0.03%	145
2023 Q2	$57.4K	Hold	650	–	–	0.03%	155
2023 Q1	$61.6K	Hold	650	–	–	0.04%	139
2022 Q4	$60.9K	Hold	650	–	–	0.04%	138
2022 Q3	$58K	Hold	650	–	–	0.04%	137
2022 Q2	$65K	Hold	650	–	–	0.04%	143
2022 Q1	$65K	Hold	650	–	–	0.03%	157
2021 Q4	$63K	Hold	650	–	–	0.03%	166
2021 Q3	$57K	Hold	650	–	–	0.03%	167
2021 Q2	$58K	Hold	650	–	–	0.03%	173
2021 Q1	$61K	Hold	650	–	–	0.04%	152
2020 Q4	$60K	Hold	650	–	–	0.03%	151
2020 Q3	$63K	Hold	650	–	–	0.04%	137
2020 Q2	$57K	Hold	650	–	–	0.04%	143
2020 Q1	$57K	Hold	650	–	–	0.04%	130
2019 Q4	$60K	Hold	650	–	–	0.04%	143
2019 Q3	$62K	Hold	650	–	–	0.04%	134
2019 Q2	$54K	Hold	650	–	–	0.04%	152
2019 Q1	$51K	Hold	650	–	–	0.04%	151
2018 Q4	$45K	Sell	650 -300	-32%	-$20.8K	0.04%	142
2018 Q3	$63K	Sell	950 -100	-10%	-$6.63K	0.04%	148
2018 Q2	$68K	Hold	1,050	–	–	0.05%	142
2018 Q1	$66K	Sell	1,050 -4,100	-80%	-$258K	0.05%	148
2017 Q4	$342K	Sell	5,150 -100	-2%	-$6.64K	0.22%	85
2017 Q3	$330K	Sell	5,250 -200	-4%	-$12.6K	0.22%	88
2017 Q2	$335K	Sell	5,450 -801	-13%	-$49.2K	0.23%	84
2017 Q1	$379K	Sell	6,251 -399	-6%	-$24.2K	0.27%	75
2016 Q4	$390K	Sell	6,650 -6,700	-50%	-$393K	0.29%	75
2016 Q3	$799K	Buy	13,350 +1,750	+15%	+$105K	0.59%	46
2016 Q2	$757K	Buy	11,600 +6,400	+123%	+$418K	0.57%	47
2016 Q1	$312K	Buy	+5,200	New	+$312K	0.25%	71
2015 Q4	–	Sell	-789	Closed	-$41K	–	433
2015 Q3	$41K	Hold	789	–	–	0.04%	172
2015 Q2	$35K	Buy	+789	New	+$35K	0.03%	193