John G. Ullman & Associates’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 | $283K | Hold |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $364K | Hold |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $304K | Buy |
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