Cary Street Partners Investment Advisory’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 | $398K | Buy |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $198K | Buy |
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|
2023
Q2 | $216K | Buy |
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|
2023
Q1 | $191K | Sell |
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|
2022
Q4 | $194K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $111K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $16K | Buy |
|