Bailard’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 | $302K | Buy |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $322K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $285K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $290K | Hold |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $205K | Buy |
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