Choate Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
3,282
+335
| +11% | +$34.9K | 0.01% | 322 |
|
|
2025
Q1 | $321K | Buy |
2,947
+200
| +7% | +$21.8K | 0.01% | 318 |
|
|
2024
Q4 | $258K | Buy |
2,747
+218
| +9% | +$20.5K | 0.01% | 353 |
|
|
2024
Q3 | $243K | Sell |
2,529
-75
| -3% | -$7.21K | 0.01% | 340 |
|
|
2024
Q2 | $204K | Buy |
2,604
+59
| +2% | +$4.63K | 0.01% | 360 |
|
|
2024
Q1 | $209K | Buy |
2,545
+51
| +2% | +$4.19K | 0.01% | 386 |
|
|
2023
Q4 | $210K | Sell |
2,494
-370
| -13% | -$31.1K | 0.01% | 359 |
|
|
2023
Q3 | $231K | Buy |
+2,864
| New | +$231K | 0.01% | 330 |
|
|
2016
Q2 | – | Sell |
-3,597
| Closed | -$216K | – | 254 |
|
|
2016
Q1 | $216K | Buy |
+3,597
| New | +$216K | 0.01% | 237 |
|