Trifecta Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54K | Hold |
34
| – | – | ﹤0.01% | 289 |
|
|
2025
Q1 | $3.71K | Hold |
34
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $3.2K | Hold |
34
| – | – | ﹤0.01% | 258 |
|
|
2024
Q3 | $3.27K | Hold |
34
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $2.67K | Hold |
34
| – | – | ﹤0.01% | 279 |
|
|
2024
Q1 | $2.79K | Hold |
34
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $2.86K | Hold |
34
| – | – | ﹤0.01% | 291 |
|
|
2023
Q3 | $2.74K | Hold |
34
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 259 |
|
|
2023
Q1 | $3.22K | Hold |
34
| – | – | ﹤0.01% | 257 |
|
|
2022
Q4 | $3.19K | Buy |
+34
| New | +$3.19K | ﹤0.01% | 253 |
|