TFC Financial Management’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
Q3 | $121K | Buy |
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|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $99.1K | Sell |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $80.7K | Hold |
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|
2024
Q1 | $84.4K | Sell |
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|
2023
Q4 | $89K | Buy |
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|
2023
Q3 | $84.7K | Buy |
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|
2023
Q2 | $89.3K | Buy |
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|
2023
Q1 | $94.8K | Hold |
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|
2022
Q4 | $93.8K | Hold |
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|
2022
Q3 | $89K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $100K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $89K | Sell |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $118K | Buy |
|