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Old North State Wealth Management’s WEC Energy WEC Stock Holding History

Old North State Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$352K Buy
3,376
+133
+4% +$13.9K 0.18% 90
2025
Q1 		$354K Buy
3,243
+170
+6% +$18.5K 0.2% 83
2024
Q4 		$289K Buy
3,073
+356
+13% +$33.5K 0.16% 90
2024
Q3 		$262K Buy
+2,717
New +$262K 0.15% 95