Vantage Financial Partners (Wisconsin)’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 | $973K | Buy |
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|
2025
Q2 | $880K | Buy |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | $799K | Buy |
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|
2024
Q2 | $642K | Sell |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $591K | Sell |
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|
2021
Q4 | $582K | Buy |
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