Howe & Rusling’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 | $248K | Sell |
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|
2025
Q2 | $233K | Buy |
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|
2025
Q1 | $231K | Buy |
|
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $201K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $337K | Buy |
|
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|
2023
Q4 | $338K | Hold |
|
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $355K | Hold |
|
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|
2023
Q1 | $381K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $2K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $5K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
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|
2018
Q4 | $26K | Hold |
|
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $24K | Sell |
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|
2018
Q1 | $23K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $21K | Hold |
|
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|
2016
Q4 | $21K | Hold |
|
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|
2016
Q3 | $21K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $6K | Hold |
|
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|
2013
Q4 | $5K | Hold |
|
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $5K | Buy |
|