Boston Research & 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 | $217K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $226K | Buy |
|