Exchange 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
Q2 | – | Sell |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $205K | Hold |
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|
2024
Q3 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $204K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Hold |
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|
2019
Q3 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $161K | Buy |
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|
2018
Q2 | $141K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $7K | Buy |
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