Gladstone Institutional Advisory’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 | $359K | Buy |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $312K | Sell |
|
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|
2024
Q3 | $319K | Buy |
|
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|
2024
Q2 | $255K | Buy |
|
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|
2024
Q1 | $216K | Sell |
|
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|
2023
Q4 | $276K | Buy |
|
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $261K | Buy |
|
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|
2023
Q1 | $280K | Buy |
|
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $334K | Buy |
|