Ballentine Partners’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 | $680K | Buy |
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|
2025
Q2 | $615K | Buy |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $824K | Buy |
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $784K | Buy |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $710K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $203K | Buy |
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