Essex Financial Services’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 | $229K | Sell |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $202K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $210K | Hold |
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|
2016
Q3 | $214K | Hold |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $215K | Sell |
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|
2015
Q4 | $221K | Sell |
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|
2015
Q3 | $225K | Sell |
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|
2015
Q2 | $206K | Buy |
|