World Investment Advisors’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
$2.85M Buy
2025
Q2
$2.51M Buy
2025
Q1
$2.26M Sell
2024
Q4
$2.17M Buy
2024
Q3
$2.03M Buy
2024
Q2
$1.43M Buy
2024
Q1
$1.55M Sell
2023
Q4
$1.55M Buy