Gryphon Financial Partners’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
$294K Sell
2025
Q2
$331K Sell
2025
Q1
$348K Buy
2024
Q4
$292K Buy
2024
Q3
$296K Buy
2019
Q1
Sell
2018
Q4
$234K Buy
2018
Q3
Sell
2018
Q2
$6K Hold
2018
Q1
$6K Hold
2017
Q4
$6K Buy