Beese Fulmer Investment 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
Q3 | $350K | Buy |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $264K | Hold |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $246K | Hold |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $230K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $242K | Hold |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $208K | Buy |
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