MPS Loria Financial Planners’s WEC Energy WEC Stock Holding History

MPS Loria Financial Planners’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	$605K	Sell	5,803 -583	-9%	-$60.7K	0.18%	37
2025 Q1	$696K	Sell	6,386 -163	-2%	-$17.8K	0.21%	31
2024 Q4	$616K	Sell	6,549 -221	-3%	-$20.8K	0.18%	35
2024 Q3	$651K	Buy	6,770 +31	+0.5%	+$2.98K	0.19%	33
2024 Q2	$529K	Buy	6,739 +35	+0.5%	+$2.75K	0.17%	37
2024 Q1	$551K	Buy	6,704 +135	+2%	+$11.1K	0.18%	37
2023 Q4	$553K	Buy	6,569 +30	+0.5%	+$2.53K	0.19%	36
2023 Q3	$527K	Buy	6,539 +31	+0.5%	+$2.5K	0.21%	36
2023 Q2	$574K	Buy	6,508 +29	+0.4%	+$2.56K	0.22%	36
2023 Q1	$614K	Buy	6,479 +29	+0.4%	+$2.75K	0.25%	33
2022 Q4	$605K	Buy	6,450 +24	+0.4%	+$2.25K	0.27%	32
2022 Q3	$575K	Sell	6,426 -200	-3%	-$17.9K	0.22%	32
2022 Q2	$666K	Buy	6,626 +22	+0.3%	+$2.21K	0.3%	29
2022 Q1	$659K	Buy	6,604 +26	+0.4%	+$2.59K	0.28%	31
2021 Q4	$638K	Buy	6,578 +23	+0.4%	+$2.23K	0.26%	33
2021 Q3	$578K	Buy	6,555 +22	+0.3%	+$1.94K	0.26%	31
2021 Q2	$581K	Buy	6,533 +21	+0.3%	+$1.87K	0.27%	32
2021 Q1	$609K	Sell	6,512 -133	-2%	-$12.4K	0.28%	33
2020 Q4	$601K	Buy	6,645 +3,551	+115%	+$321K	0.27%	32
2020 Q3	$300K	Buy	3,094 +21	+0.7%	+$2.04K	0.16%	50
2020 Q2	$269K	Buy	3,073 +21	+0.7%	+$1.84K	0.14%	54
2020 Q1	$269K	Buy	3,052 +19	+0.6%	+$1.68K	0.21%	47
2019 Q4	$279K	Buy	3,033 +20	+0.7%	+$1.84K	0.16%	56
2019 Q3	$286K	Buy	3,013 +18	+0.6%	+$1.71K	0.19%	50
2019 Q2	$249K	Sell	2,995 -680	-19%	-$56.5K	0.16%	57
2019 Q1	$291K	Sell	3,675 -11	-0.3%	-$871	0.19%	49
2018 Q4	$255K	Buy	3,686 +26	+0.7%	+$1.8K	0.18%	58
2018 Q3	$244K	Buy	+3,660	New	+$244K	0.15%	61
2018 Q2	–	Sell	-3,598	Closed	-$226K	–	71
2018 Q1	$226K	Buy	3,598 +33	+0.9%	+$2.07K	0.16%	64
2017 Q4	$237K	Buy	3,565 +27	+0.8%	+$1.8K	0.16%	68
2017 Q3	$222K	Buy	3,538 +28	+0.8%	+$1.76K	0.16%	68
2017 Q2	$226K	Buy	+3,510	New	+$226K	0.15%	64