Everence Capital 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 | $464K | Hold |
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|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $765K | Hold |
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|
2024
Q2 | $657 | Hold |
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|
2024
Q1 | $653 | Hold |
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|
2023
Q4 | $669K | Buy |
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|
2023
Q3 | $317 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $411K | Hold |
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|
2020
Q1 | $395K | Hold |
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|
2019
Q4 | $413K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $753K | Hold |
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|
2018
Q3 | $726K | Hold |
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|
2018
Q2 | $703K | Buy |
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