EP Wealth 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
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $729K | Buy |
|
|||||
|
2024
Q4 | $582K | Buy |
|
|||||
|
2024
Q3 | $583K | Buy |
|
|||||
|
2024
Q2 | $449K | Buy |
|
|||||
|
2024
Q1 | $348K | Buy |
|
|||||
|
2023
Q4 | $330K | Buy |
|
|||||
|
2023
Q3 | $306K | Buy |
|
|||||
|
2023
Q2 | $297K | Sell |
|
|||||
|
2023
Q1 | $605K | Buy |
|
|||||
|
2022
Q4 | $214K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $571K | Buy |
|
|||||
|
2022
Q1 | $433K | Buy |
|
|||||
|
2021
Q4 | $287K | Sell |
|
|||||
|
2021
Q3 | $266K | Sell |
|
|||||
|
2021
Q2 | $318K | Buy |
|