Empirical 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 | $4M | Sell |
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|
2025
Q2 | $3.7M | Sell |
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|
2025
Q1 | $4.04M | Buy |
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|
2024
Q4 | $3.33M | Sell |
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|
2024
Q3 | $3.63M | Sell |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $3.1M | Sell |
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|
2023
Q4 | $3.22M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $228K | Buy |
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