Chesley Taft & Associates’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 | $523K | Hold |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $444K | Hold |
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|
2023
Q3 | $425K | Hold |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $500K | Hold |
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|
2022
Q4 | $495K | Hold |
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|
2022
Q3 | $472K | Hold |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $558K | Hold |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $665K | Hold |
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|
2021
Q2 | $671K | Hold |
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|
2021
Q1 | $708K | Sell |
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|
2020
Q4 | $708K | Buy |
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|
2020
Q3 | $726K | Buy |
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|
2020
Q2 | $639K | Hold |
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|
2020
Q1 | $643K | Hold |
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|
2019
Q4 | $673K | Hold |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $608K | Hold |
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|
2019
Q1 | $577K | Sell |
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|
2018
Q4 | $511K | Hold |
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|
2018
Q3 | $493K | Hold |
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|
2018
Q2 | $477K | Hold |
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|
2018
Q1 | $463K | Hold |
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|
2017
Q4 | $491K | Hold |
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|
2017
Q3 | $464K | Hold |
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|
2017
Q2 | $453K | Hold |
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|
2017
Q1 | $448K | Hold |
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|
2016
Q4 | $433K | Hold |
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|
2016
Q3 | $442K | Hold |
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|
2016
Q2 | $482K | Buy |
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|
2016
Q1 | $435K | Hold |
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|
2015
Q4 | $371K | Hold |
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|
2015
Q3 | $378K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $205K | Hold |
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|
2014
Q4 | $219K | Buy |
|