Forum Financial 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 | $663K | Buy |
|
|||||
|
2025
Q2 | $603K | Buy |
|
|||||
|
2025
Q1 | $630K | Sell |
|
|||||
|
2024
Q4 | $547K | Buy |
|
|||||
|
2024
Q3 | $443K | Buy |
|
|||||
|
2024
Q2 | $362K | Sell |
|
|||||
|
2024
Q1 | $383K | Hold |
|
|||||
|
2023
Q4 | $393K | Hold |
|
|||||
|
2023
Q3 | $376K | Hold |
|
|||||
|
2023
Q2 | $412K | Buy |
|
|||||
|
2023
Q1 | $442K | Buy |
|
|||||
|
2022
Q4 | $437K | Hold |
|
|||||
|
2022
Q3 | $417K | Hold |
|
|||||
|
2022
Q2 | $469K | Hold |
|
|||||
|
2022
Q1 | $465K | Sell |
|
|||||
|
2021
Q4 | $487K | Buy |
|