Investment House LLC’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 | $837K | Hold |
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|
2025
Q2 | $761K | Hold |
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|
2025
Q1 | $796K | Hold |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $702K | Hold |
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|
2024
Q2 | $573K | Hold |
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|
2024
Q1 | $599K | Hold |
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|
2023
Q4 | $614K | Hold |
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|
2023
Q3 | $588K | Hold |
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|
2023
Q2 | $644K | Hold |
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|
2023
Q1 | $692K | Hold |
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|
2022
Q4 | $684K | Hold |
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|
2022
Q3 | $653K | Hold |
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|
2022
Q2 | $735K | Hold |
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|
2022
Q1 | $729K | Hold |
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|
2021
Q4 | $709K | Hold |
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|
2021
Q3 | $644K | Hold |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $700K | Hold |
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|
2020
Q3 | $737K | Hold |
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|
2020
Q2 | $666K | Buy |
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|
2020
Q1 | $643K | Hold |
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|
2019
Q4 | $673K | Hold |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $609K | Hold |
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|
2019
Q1 | $577K | Hold |
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|
2018
Q4 | $506K | Hold |
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|
2018
Q3 | $487K | Hold |
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|
2018
Q2 | $472K | Hold |
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|
2018
Q1 | $458K | Hold |
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|
2017
Q4 | $485K | Hold |
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|
2017
Q3 | $458K | Hold |
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|
2017
Q2 | $448K | Hold |
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|
2017
Q1 | $443K | Hold |
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|
2016
Q4 | $428K | Sell |
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|
2016
Q3 | $461K | Hold |
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|
2016
Q2 | $503K | Hold |
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|
2016
Q1 | $463K | Hold |
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|
2015
Q4 | $395K | Hold |
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|
2015
Q3 | $402K | Hold |
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|
2015
Q2 | $346K | Hold |
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|
2015
Q1 | $381K | Hold |
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|
2014
Q4 | $406K | Hold |
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|
2014
Q3 | $331K | Hold |
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|
2014
Q2 | $361K | Hold |
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|
2014
Q1 | $358K | Hold |
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|
2013
Q4 | $318K | Sell |
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|
2013
Q3 | $325K | Hold |
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|
2013
Q2 | $330K | Buy |
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