Essex Financial Services’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 | $246K | Buy |
2,363
+296
| +14% | +$30.8K | 0.02% | 604 |
|
|
2025
Q1 | $225K | Sell |
2,067
-78
| -4% | -$8.5K | 0.02% | 572 |
|
|
2024
Q4 | $202K | Buy |
+2,145
| New | +$202K | 0.01% | 608 |
|
|
2017
Q1 | – | Sell |
-3,578
| Closed | -$210K | – | 341 |
|
|
2016
Q4 | $210K | Hold |
3,578
| – | – | 0.05% | 303 |
|
|
2016
Q3 | $214K | Hold |
3,578
| – | – | 0.05% | 281 |
|
|
2016
Q2 | $234K | Hold |
3,578
| – | – | 0.06% | 264 |
|
|
2016
Q1 | $215K | Sell |
3,578
-169
| -5% | -$10.2K | 0.05% | 276 |
|
|
2015
Q4 | $221K | Sell |
3,747
-558
| -13% | -$32.9K | 0.05% | 282 |
|
|
2015
Q3 | $225K | Sell |
4,305
-282
| -6% | -$14.7K | 0.06% | 282 |
|
|
2015
Q2 | $206K | Buy |
+4,587
| New | +$206K | 0.05% | 303 |
|