Confluence Investment Management’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 | $159M | Sell |
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|
2025
Q2 | $148M | Sell |
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|
2025
Q1 | $157M | Sell |
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|
2024
Q4 | $140M | Sell |
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|
2024
Q3 | $145M | Sell |
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|
2024
Q2 | $120M | Sell |
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|
2024
Q1 | $128M | Buy |
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|
2023
Q4 | $18M | Sell |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $21.2M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $251K | Buy |
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