Cerro Pacific Wealth Advisors’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 | $686K | Buy |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $364K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $700K | Buy |
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|
2020
Q4 | $930K | Buy |
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