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Strategic Investment Advisors’s WEC Energy WEC Stock Holding History

Strategic Investment Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Buy
2,872
+672
+31% +$70K 0.03% 206
2025
Q1 		$240K Sell
2,200
-72
-3% -$7.85K 0.03% 223
2024
Q4 		$214K Buy
+2,272
New +$214K 0.02% 230