Ironwood Investment Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
2,654
-32
| -1% | -$3.33K | 0.04% | 216 |
|
|
2025
Q1 | $293K | Buy |
2,686
+32
| +1% | +$3.49K | 0.05% | 196 |
|
|
2024
Q4 | $250K | Sell |
2,654
-31
| -1% | -$2.92K | 0.04% | 217 |
|
|
2024
Q3 | $258K | Buy |
2,685
+31
| +1% | +$2.98K | 0.04% | 225 |
|
|
2024
Q2 | $208K | Sell |
2,654
-46
| -2% | -$3.61K | 0.04% | 244 |
|
|
2024
Q1 | $222K | Hold |
2,700
| – | – | 0.04% | 238 |
|
|
2023
Q4 | $227K | Hold |
2,700
| – | – | 0.04% | 229 |
|
|
2023
Q3 | $217K | Buy |
+2,700
| New | +$217K | 0.05% | 221 |
|