NWMG
Nicholson Wealth Management Group’s WEC Energy WEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.81M | Buy |
17,404
+60
| +0.3% | +$6.25K | 1.12% | 26 |
|
2025
Q1 | $1.89M | Buy |
17,344
+117
| +0.7% | +$12.8K | 1.24% | 15 |
|
2024
Q4 | $1.62M | Buy |
17,227
+6,510
| +61% | +$612K | 1.08% | 25 |
|
2024
Q3 | $1.03M | Buy |
+10,717
| New | +$1.03M | 0.85% | 32 |
|