Edgemoor Investment 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
Q3 | $224K | Hold |
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|
2025
Q2 | $203K | Hold |
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|
2025
Q1 | $213K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $323K | Hold |
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|
2020
Q2 | $292K | Hold |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $223K | Hold |
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|
2018
Q2 | $216K | Hold |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $209K | Hold |
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|
2017
Q2 | $205K | Hold |
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|
2017
Q1 | $202K | Buy |
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