Blue Chip 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 | $301K | Sell |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $400K | Sell |
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|
2020
Q3 | $429K | Sell |
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|
2020
Q2 | $399K | Sell |
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|
2020
Q1 | $406K | Sell |
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|
2019
Q4 | $523K | Buy |
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|
2019
Q3 | $530K | Buy |
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|
2019
Q2 | $451K | Sell |
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|
2019
Q1 | $434K | Buy |
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|
2018
Q4 | $378K | Buy |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $301K | Sell |
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|
2017
Q4 | $1.48M | Sell |
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|
2017
Q3 | $1.44M | Buy |
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|
2017
Q2 | $1.4M | Buy |
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.37M | Sell |
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|
2016
Q3 | $1.52M | Sell |
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|
2016
Q2 | $1.68M | Buy |
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|
2016
Q1 | $1.53M | Buy |
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|
2015
Q4 | $1.25M | Buy |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $895K | Sell |
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|
2014
Q4 | $1.01M | Buy |
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