Ipswich Investment 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 | $208K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $236K | Hold |
|
|||||
|
2024
Q3 | $242K | Sell |
|
|||||
|
2024
Q2 | $202K | Hold |
|
|||||
|
2024
Q1 | $211K | Hold |
|
|||||
|
2023
Q4 | $216K | Hold |
|
|||||
|
2023
Q3 | $207K | Hold |
|
|||||
|
2023
Q2 | $227K | Buy |
|
|||||
|
2023
Q1 | $211K | Hold |
|
|||||
|
2022
Q4 | $208K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $362K | Sell |
|
|||||
|
2022
Q1 | $479K | Hold |
|
|||||
|
2021
Q4 | $466K | Hold |
|
|||||
|
2021
Q3 | $423K | Hold |
|
|||||
|
2021
Q2 | $427K | Hold |
|
|||||
|
2021
Q1 | $449K | Sell |
|
|||||
|
2020
Q4 | $1.06M | Sell |
|
|||||
|
2020
Q3 | $1.12M | Sell |
|
|||||
|
2020
Q2 | $1.02M | Sell |
|
|||||
|
2020
Q1 | $1.07M | Sell |
|
|||||
|
2019
Q4 | $1.13M | Sell |
|
|||||
|
2019
Q3 | $1.19M | Sell |
|
|||||
|
2019
Q2 | $1.05M | Sell |
|
|||||
|
2019
Q1 | $994K | Sell |
|
|||||
|
2018
Q4 | $889K | Buy |
|
|||||
|
2018
Q3 | $848K | Sell |
|
|||||
|
2018
Q2 | $836K | Sell |
|
|||||
|
2018
Q1 | $839K | Sell |
|
|||||
|
2017
Q4 | $953K | Sell |
|
|||||
|
2017
Q3 | $912K | Sell |
|
|||||
|
2017
Q2 | $914K | Sell |
|
|||||
|
2017
Q1 | $923K | Buy |
|
|||||
|
2016
Q4 | $841K | Sell |
|
|||||
|
2016
Q3 | $884K | Buy |
|
|||||
|
2016
Q2 | $624K | Buy |
|
|||||
|
2016
Q1 | $162K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $206K | Buy |
|