Boston Family Office’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
Q2 | $538K | Hold |
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|
2025
Q1 | $568K | Hold |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $501K | Sell |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $431K | Hold |
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $528K | Hold |
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|
2022
Q1 | $524K | Hold |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q3 | $460K | Hold |
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|
2021
Q2 | $464K | Hold |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $480K | Hold |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $501K | Hold |
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|
2019
Q4 | $524K | Sell |
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|
2019
Q3 | $550K | Hold |
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|
2019
Q2 | $482K | Hold |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $379K | Hold |
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|
2018
Q3 | $365K | Hold |
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|
2018
Q2 | $354K | Hold |
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|
2018
Q1 | $343K | Hold |
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|
2017
Q4 | $364K | Hold |
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|
2017
Q3 | $344K | Hold |
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|
2017
Q2 | $336K | Hold |
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|
2017
Q1 | $332K | Hold |
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|
2016
Q4 | $321K | Hold |
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|
2016
Q3 | $328K | Sell |
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|
2016
Q2 | $423K | Hold |
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|
2016
Q1 | $389K | Hold |
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|
2015
Q4 | $332K | Hold |
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|
2015
Q3 | $338K | Sell |
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|
2015
Q2 | $291K | Buy |
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|
2015
Q1 | $297K | Hold |
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|
2014
Q4 | $316K | Hold |
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|
2014
Q3 | $258K | Hold |
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|
2014
Q2 | $282K | Buy |
|