D.L. Carlson 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
Q2 | $302K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $290K | Buy |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $330K | Hold |
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|
2019
Q3 | $341K | Sell |
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|
2019
Q2 | $300K | Hold |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $259K | Sell |
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|
2018
Q3 | $260K | Sell |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $298K | Sell |
|
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|
2017
Q3 | $286K | Hold |
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|
2017
Q2 | $280K | Hold |
|
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|
2017
Q1 | $276K | Hold |
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|
2016
Q4 | $267K | Sell |
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|
2016
Q3 | $283K | Sell |
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|
2016
Q2 | $417K | Hold |
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|
2016
Q1 | $383K | Buy |
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|
2015
Q4 | $284K | Buy |
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|
2015
Q3 | $268K | Sell |
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|
2015
Q2 | $260K | Sell |
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|
2015
Q1 | $291K | Sell |
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|
2014
Q4 | $316K | Buy |
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|
2014
Q3 | $218K | Sell |
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|
2014
Q2 | $243K | Sell |
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|
2014
Q1 | $244K | Hold |
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|
2013
Q4 | $217K | Sell |
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|
2013
Q3 | $263K | Hold |
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|
2013
Q2 | $267K | Buy |
|