Castellan Group’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 | $3.85M | Buy |
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|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $3.62M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.63M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $797K | Sell |
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|
2021
Q1 | $898K | Hold |
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|
2020
Q4 | $883K | Buy |
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