Beaton Management Company’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 | $869K | Hold |
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|
2025
Q2 | $790K | Hold |
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|
2025
Q1 | $827K | Hold |
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|
2024
Q4 | $713K | Hold |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $627K | Hold |
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|
2024
Q1 | $646K | Hold |
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|
2023
Q4 | $672K | Hold |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $703K | Hold |
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|
2023
Q1 | $756K | Hold |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $713K | Hold |
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|
2022
Q2 | $802K | Hold |
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|
2022
Q1 | $796K | Hold |
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|
2021
Q4 | $774K | Hold |
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|
2021
Q3 | $703K | Hold |
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|
2021
Q2 | $709K | Hold |
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|
2021
Q1 | $746K | Hold |
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|
2020
Q4 | $734K | Sell |
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|
2020
Q3 | $845K | Sell |
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|
2020
Q2 | $773K | Hold |
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|
2020
Q1 | $777K | Sell |
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|
2019
Q4 | $823K | Sell |
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|
2019
Q3 | $867K | Sell |
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|
2019
Q2 | $823K | Hold |
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|
2019
Q1 | $781K | Hold |
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|
2018
Q4 | $684K | Hold |
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|
2018
Q3 | $659K | Sell |
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|
2018
Q2 | $703K | Hold |
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|
2018
Q1 | $682K | Hold |
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|
2017
Q4 | $722K | Hold |
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|
2017
Q3 | $682K | Hold |
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|
2017
Q2 | $667K | Buy |
|