Chicago Partners Investment 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 | $238K | Sell |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $389K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | $95K | Hold |
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|
2018
Q1 | $92K | Hold |
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|
2017
Q4 | $97K | Hold |
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|
2017
Q3 | $92K | Sell |
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|
2017
Q2 | $176K | Buy |
|