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Whipplewood Advisors’s WEC Energy WEC Stock Holding History

Whipplewood Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.63K Buy
54
+46
+575% +$4.79K ﹤0.01% 673
2025
Q1 		$5.89K Sell
8
-46
-85% -$33.8K ﹤0.01% 666
2024
Q4 		$5.08K Buy
+54
New +$5.08K ﹤0.01% 699