RFG Advisory’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
Q3 | $2.68M | Buy |
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|
2025
Q2 | $2.32M | Sell |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $776K | Sell |
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|
2019
Q2 | $835K | Buy |
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|
2019
Q1 | $742K | Buy |
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|
2018
Q4 | $459K | Sell |
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|
2018
Q3 | $530K | Buy |
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|
2018
Q2 | $422K | Buy |
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