Peak Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,339
| Closed | -$582K | – | 110 |
|
|
2025
Q1 | $582K | Buy |
5,339
+100
| +2% | +$10.9K | 0.3% | 52 |
|
|
2024
Q4 | $493K | Buy |
5,239
+51
| +1% | +$4.8K | 0.26% | 57 |
|
|
2024
Q3 | $499K | Buy |
5,188
+63
| +1% | +$6.06K | 0.26% | 55 |
|
|
2024
Q2 | $402K | Buy |
+5,125
| New | +$402K | 0.23% | 62 |
|