Dakota Wealth 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 | $638K | Sell |
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|
2025
Q2 | $610K | Sell |
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|
2025
Q1 | $721K | Sell |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $1.83M | Buy |
|