Arete Wealth 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
Q2 | $404K | Sell |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $434M | Sell |
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|
2022
Q3 | $579K | Buy |
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|
2022
Q2 | $504K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $238K | Buy |
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