SIS
Strategic Investment Solutions’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.2K | Buy |
857
+7
| +0.8% | +$729 | 0.03% | 171 |
|
|
2025
Q1 | $92.7K | Buy |
850
+5
| +0.6% | +$545 | 0.03% | 147 |
|
|
2024
Q4 | $79.5K | Buy |
845
+5
| +0.6% | +$470 | 0.03% | 157 |
|
|
2024
Q3 | $80.8K | Buy |
840
+350
| +71% | +$33.7K | 0.02% | 159 |
|
|
2024
Q2 | $43.2K | Buy |
+490
| New | +$43.2K | 0.01% | 191 |
|
|
2023
Q4 | $86.5K | Sell |
1,028
-63,075
| -98% | -$5.31M | 0.02% | 353 |
|
|
2023
Q3 | $5.57M | Buy |
64,103
+63,093
| +6,247% | +$5.48M | 0.07% | 134 |
|
|
2023
Q2 | $87.1K | Sell |
1,010
-492
| -33% | -$42.4K | 0.02% | 231 |
|
|
2023
Q1 | $142K | Buy |
+1,502
| New | +$142K | 0.03% | 210 |
|