SIA
WEC icon

Spectrum Investment Advisors’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,651
Closed -$218K 36
2024
Q1
$218K Buy
2,651
+18
+0.7% +$1.48K 0.16% 32
2023
Q4
$222K Buy
+2,633
New +$222K 0.18% 32