Appleton Partners’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 | $436K | Hold |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $434K | Hold |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $541K | Hold |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $432K | Hold |
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|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $447K | Hold |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $468K | Hold |
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|
2019
Q3 | $482K | Hold |
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|
2019
Q2 | $423K | Hold |
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|
2019
Q1 | $401K | Sell |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $372K | Sell |
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|
2018
Q2 | $609K | Sell |
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|
2018
Q1 | $716K | Sell |
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|
2017
Q4 | $796K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $263K | Hold |
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|
2016
Q1 | $242K | Hold |
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|
2015
Q4 | $207K | Hold |
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|
2015
Q3 | $210K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $265K | Hold |
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|
2014
Q3 | $216K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $207K | Hold |
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|
2013
Q3 | $202K | Sell |
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|
2013
Q2 | $232K | Buy |
|