HB Wealth 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 | $1.59M | Buy |
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|
2025
Q2 | $922K | Sell |
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|
2025
Q1 | $977K | Buy |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $393K | Buy |
|
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $779K | Buy |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $213K | Buy |
|