Cerity Partners’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 | $6.15M | Buy |
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|
2025
Q2 | $4.62M | Buy |
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|
2025
Q1 | $4.5M | Sell |
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|
2024
Q4 | $5.08M | Sell |
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|
2024
Q3 | $12.8M | Buy |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $4.14M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $24.3M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $842K | Buy |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q3 | $266K | Buy |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $207K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $209K | Sell |
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|
2018
Q1 | $552K | Sell |
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|
2017
Q4 | $589K | Buy |
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|
2017
Q3 | $445K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $365K | Buy |
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