Regal Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2013
Q3 | – | Hold |
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|
2013
Q2 | – | Hold |
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