Gradient Investments’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 | $715K | Buy |
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|
2025
Q2 | $640K | Sell |
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|
2025
Q1 | $669K | Buy |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $144K | Sell |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $683K | Hold |
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|
2020
Q3 | $683K | Buy |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $468K | Buy |
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|
2019
Q4 | $489K | Sell |
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|
2019
Q3 | $505K | Buy |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $398K | Hold |
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|
2018
Q4 | $349K | Hold |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $325K | Buy |
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|
2018
Q1 | $303K | Buy |
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|
2017
Q4 | $318K | Hold |
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|
2017
Q3 | $300K | Buy |
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|
2017
Q2 | $258K | Buy |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | $274K | Buy |
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|
2016
Q1 | $235K | Buy |
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|
2015
Q4 | $148K | Sell |
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|
2015
Q3 | $151K | Buy |
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|
2015
Q2 | $130K | Buy |
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|
2015
Q1 | $7K | Buy |
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