TPA
Trivium Point Advisory’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
5,750
-544
| -9% | -$56.7K | 0.07% | 226 |
|
|
2025
Q1 | $686K | Buy |
6,294
+802
| +15% | +$87.4K | 0.09% | 201 |
|
|
2024
Q4 | $516K | Sell |
5,492
-131
| -2% | -$12.3K | 0.07% | 219 |
|
|
2024
Q3 | $549K | Sell |
5,623
-140
| -2% | -$13.7K | 0.08% | 217 |
|
|
2024
Q2 | $452K | Buy |
5,763
+273
| +5% | +$21.4K | 0.07% | 216 |
|
|
2024
Q1 | $451K | Buy |
5,490
+10
| +0.2% | +$821 | 0.1% | 164 |
|
|
2023
Q4 | $461K | Buy |
+5,480
| New | +$461K | 0.11% | 149 |
|