Baker Tilly Wealth 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
Q4 | – | Sell |
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|
2025
Q3 | $216K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $203K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $409K | Buy |
|
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $637K | Buy |
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|
2020
Q4 | $366K | Buy |
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