Addison 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 | $222K | Sell |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $183K | Hold |
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|
2024
Q3 | $187K | Hold |
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|
2024
Q2 | $153K | Buy |
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|
2024
Q1 | $158K | Hold |
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|
2023
Q4 | $162K | Hold |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $170K | Hold |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $193K | Hold |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $170K | Hold |
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|
2021
Q2 | $171K | Buy |
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|
2020
Q4 | $177K | Buy |
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