TIA
Tandem Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
2,444
+96
| +4% | +$10K | 0.01% | 61 |
|
|
2025
Q1 | $256K | Sell |
2,348
-51
| -2% | -$5.56K | 0.01% | 66 |
|
|
2024
Q4 | $226K | Buy |
2,399
+36
| +2% | +$3.39K | 0.01% | 74 |
|
|
2024
Q3 | $227K | Buy |
+2,363
| New | +$227K | 0.01% | 78 |
|
|
2024
Q1 | – | Sell |
-2,386
| Closed | -$201K | – | 93 |
|
|
2023
Q4 | $201K | Buy |
+2,386
| New | +$201K | 0.01% | 80 |
|