Edgemoor Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
1,952
| – | – | 0.02% | 170 |
|
|
2025
Q1 | $213K | Buy |
+1,952
| New | +$213K | 0.02% | 157 |
|
|
2020
Q4 | – | Sell |
-3,335
| Closed | -$323K | – | 137 |
|
|
2020
Q3 | $323K | Hold |
3,335
| – | – | 0.04% | 102 |
|
|
2020
Q2 | $292K | Hold |
3,335
| – | – | 0.04% | 101 |
|
|
2020
Q1 | $294K | Hold |
3,335
| – | – | 0.05% | 96 |
|
|
2019
Q4 | $308K | Hold |
3,335
| – | – | 0.04% | 110 |
|
|
2019
Q3 | $317K | Hold |
3,335
| – | – | 0.04% | 107 |
|
|
2019
Q2 | $278K | Hold |
3,335
| – | – | 0.04% | 114 |
|
|
2019
Q1 | $264K | Hold |
3,335
| – | – | 0.03% | 121 |
|
|
2018
Q4 | $231K | Hold |
3,335
| – | – | 0.03% | 120 |
|
|
2018
Q3 | $223K | Hold |
3,335
| – | – | 0.03% | 131 |
|
|
2018
Q2 | $216K | Hold |
3,335
| – | – | 0.03% | 129 |
|
|
2018
Q1 | $209K | Hold |
3,335
| – | – | 0.03% | 138 |
|
|
2017
Q4 | $211K | Hold |
3,335
| – | – | 0.03% | 138 |
|
|
2017
Q3 | $209K | Hold |
3,335
| – | – | 0.03% | 137 |
|
|
2017
Q2 | $205K | Hold |
3,335
| – | – | 0.03% | 132 |
|
|
2017
Q1 | $202K | Buy |
+3,335
| New | +$202K | 0.03% | 121 |
|