SageView Advisory Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
4,416
-829
| -16% | -$89.1K | 0.02% | 383 |
|
|
2025
Q1 | $572K | Sell |
5,245
-279
| -5% | -$30.4K | 0.02% | 319 |
|
|
2024
Q4 | $519K | Buy |
5,524
+134
| +2% | +$12.6K | 0.02% | 337 |
|
|
2024
Q3 | $518K | Sell |
5,390
-2,495
| -32% | -$240K | 0.03% | 297 |
|
|
2024
Q2 | $619K | Buy |
+7,885
| New | +$619K | 0.03% | 301 |
|
|
2024
Q1 | – | Sell |
-9,123
| Closed | -$737K | – | 872 |
|
|
2023
Q4 | $737K | Buy |
+9,123
| New | +$737K | 0.03% | 316 |
|