Ascent Group’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
$3.38M Buy
2025
Q2
$1.98M Buy
2025
Q1
$1.93M Buy
2024
Q4
$1.49M Buy
2024
Q3
$1.5M Sell
2024
Q2
$1.36M Sell
2024
Q1
$1.54M Buy
2023
Q4
$1.41M Buy
2023
Q1
Sell
2022
Q4
$430K Sell
2022
Q3
$670K Buy
2022
Q2
$503K Buy
2022
Q1
$330K Buy
2021
Q4
$314K Buy