IEQ Capital’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 | $261K | Sell |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $843K | Buy |
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|
2023
Q1 | $636K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $935K | Buy |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | $216K | Buy |
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