Adams Diversified Equity Fund’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
Q2 | – | Sell |
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2025
Q1 | $17.6M | Hold |
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|
2024
Q4 | $15.2M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $15.2M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.17M | Sell |
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|
2020
Q3 | $14.2M | Hold |
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|
2020
Q2 | $12.8M | Sell |
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|
2020
Q1 | $13.8M | Hold |
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|
2019
Q4 | $14.4M | Hold |
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|
2019
Q3 | $14.8M | Sell |
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|
2019
Q2 | $13.9M | Hold |
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|
2019
Q1 | $13.1M | Hold |
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|
2018
Q4 | $11.5M | Hold |
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|
2018
Q3 | $11.1M | Hold |
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|
2018
Q2 | $10.7M | Buy |
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