Sowell Financial Services’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
Q4 | $386K | Buy |
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|
2025
Q3 | $389K | Buy |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $325K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $90K | Sell |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $93K | Sell |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $497K | Buy |
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|
2019
Q4 | $480K | Buy |
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|
2019
Q3 | $263K | Buy |
|