Sowell Financial Services’s WEC Energy WEC Stock Holding History

Sowell Financial Services’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$389K	Buy
2025 Q2	$292K	Sell
2025 Q1	$325K	Buy
2021 Q2	–	Sell
2021 Q1	$90K	Sell
2020 Q4	$90K	Buy
2020 Q3	$93K	Sell
2020 Q2	$447K	Sell
2020 Q1	$497K	Buy
2019 Q4	$480K	Buy
2019 Q3	$263K	Buy