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Marshall Financial Group (Maryland)’s WEC Energy WEC Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-2,066
Closed -$225K – 273
2025
Q1 		$225K Sell
2,066
-132
-6% -$14.4K 0.05% 217
2024
Q4 		$207K Buy
2,198
+100
+5% +$9.4K 0.05% 213
2024
Q3 		$202K Buy
+2,098
New +$202K 0.05% 213