Ellenbecker 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
Q3 | $2.31M | Buy |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.69M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $865K | Sell |
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|
2018
Q3 | $852K | Buy |
|
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|
2018
Q2 | $822K | Sell |
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|
2018
Q1 | $810K | Sell |
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|
2017
Q4 | $868K | Buy |
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