Brandywine Oak Private Wealth’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 | $434K | Sell |
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|
2025
Q2 | $399K | Hold |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $361K | Hold |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $415K | Buy |
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|
2020
Q3 | $426K | Buy |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | $317K | Hold |
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|
2019
Q4 | $332K | Hold |
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|
2019
Q3 | $342K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20K | Buy |
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