Crewe 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 | $449K | Buy |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $316K | Hold |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $268K | Hold |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $203K | Buy |
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|
2018
Q2 | $187K | Hold |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $193K | Buy |
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