Arcadia Investment Management’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 | $91.7K | Hold |
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|
2025
Q2 | $83.4K | Hold |
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|
2025
Q1 | $87.2K | Hold |
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|
2024
Q4 | $75.2K | Hold |
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|
2024
Q3 | $76.9K | Sell |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $338K | Hold |
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|
2020
Q1 | $340K | Hold |
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|
2019
Q4 | $356K | Hold |
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $322K | Hold |
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|
2019
Q1 | $305K | Hold |
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|
2018
Q4 | $267K | Sell |
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|
2018
Q3 | $268K | Sell |
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|
2018
Q2 | $266K | Hold |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $295K | Buy |
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|
2017
Q3 | $153K | Buy |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $109K | Sell |
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|
2016
Q4 | $117K | Hold |
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|
2016
Q3 | $120K | Hold |
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|
2016
Q2 | $131K | Hold |
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|
2016
Q1 | $120K | Hold |
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|
2015
Q4 | $103K | Hold |
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|
2015
Q3 | $104K | Sell |
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|
2015
Q2 | $108K | Buy |
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