Freedom Investment 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 | $302K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $660K | Sell |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $699K | Buy |
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|
2021
Q2 | $681K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.06M | Buy |
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|
2016
Q4 | $968K | Sell |
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|
2016
Q3 | $1.84M | Buy |
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|
2016
Q2 | $1.69M | Buy |
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|
2016
Q1 | $1.3M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $780K | Buy |
|