Cornerstone 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
$1.28M Hold
2025
Q1
$1.34M Sell
2024
Q4
$1.78M Hold
2024
Q3
$1.82M Hold
2024
Q2
$1.48M Sell
2024
Q1
$2.32M Hold
2023
Q4
$2.38M Sell
2023
Q3
$2.4M Sell
2023
Q2
$2.73M Buy
2023
Q1
$2.09M Hold
2022
Q4
$2.06M Hold
2022
Q3
$1.97M Buy
2021
Q2
Sell
2021
Q1
$655K Hold
2020
Q4
$644K Buy
2017
Q4
Sell
2017
Q3
$942K Buy