Barrett Asset Management’s WEC Energy WEC Stock Holding History

Barrett Asset Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$88K	Buy
2021 Q3	$79K	Sell
2021 Q2	$82K	Hold
2021 Q1	$86K	Hold
2020 Q4	$84K	Hold
2020 Q3	$89K	Hold
2020 Q2	$80K	Hold
2020 Q1	$81K	Hold
2019 Q4	$85K	Hold
2019 Q3	$87K	Hold
2019 Q2	$76K	Buy
2019 Q1	$71K	Hold
2018 Q4	$62K	Hold
2018 Q3	$60K	Hold
2018 Q2	$58K	Hold
2018 Q1	$56K	Hold
2017 Q4	$59K	Hold
2017 Q3	$56K	Hold
2017 Q2	$55K	Hold
2017 Q1	$54K	Hold
2016 Q4	$52K	Hold
2016 Q3	$54K	Hold
2016 Q2	$58K	Hold
2016 Q1	$54K	Hold
2015 Q4	$46K	Hold
2015 Q3	$47K	Hold
2015 Q2	$40K	Hold
2015 Q1	$44K	Hold
2014 Q4	$47K	Hold
2014 Q3	$38K	Hold
2014 Q2	$42K	Hold
2014 Q1	$42K	Hold
2013 Q4	$37K	Hold
2013 Q3	$36K	Hold
2013 Q2	$37K	Buy