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MSH Capital Advisors’s WEC Energy WEC Stock Holding History

MSH Capital Advisors’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 		$811K Hold
7,786
– – 0.23% 110
2025
Q1 		$849K Buy
7,786
+794
+11% +$86.5K 0.26% 102
2024
Q4 		$658K Buy
6,992
+795
+13% +$74.8K 0.21% 114
2024
Q3 		$596K Buy
+6,197
New +$596K 0.18% 129