SOA Wealth 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
Q3 | $55K | Hold |
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|
2025
Q2 | $50K | Hold |
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|
2025
Q1 | $52.3K | Hold |
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|
2024
Q4 | $45.1K | Hold |
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|
2024
Q3 | $46.2K | Hold |
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|
2024
Q2 | $37.7K | Hold |
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|
2024
Q1 | $39.4K | Hold |
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|
2023
Q4 | $40.4K | Hold |
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|
2023
Q3 | $38.7K | Hold |
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|
2023
Q2 | $42.4K | Hold |
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|
2023
Q1 | $45.5K | Hold |
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|
2022
Q4 | $45K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $48K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $41K | Buy |
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