Bradley Foster & Sargent’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 | $732K | Buy |
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|
2025
Q2 | $657K | Buy |
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|
2025
Q1 | $659K | Hold |
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|
2024
Q4 | $569K | Hold |
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $449K | Hold |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $397K | Hold |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $407K | Hold |
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|
2019
Q3 | $420K | Hold |
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|
2019
Q2 | $368K | Hold |
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|
2019
Q1 | $349K | Sell |
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|
2018
Q4 | $315K | Buy |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $284K | Buy |
|
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $266K | Buy |
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|
2017
Q1 | $251K | Sell |
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|
2016
Q4 | $249K | Buy |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $239K | Hold |
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|
2016
Q1 | $220K | Buy |
|