Kovitz Investment Group Partners’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 | $968K | Buy |
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|
2025
Q2 | $782K | Buy |
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|
2025
Q1 | $791K | Buy |
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|
2024
Q4 | $538K | Buy |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $263 | Sell |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $275K | Sell |
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|
2017
Q1 | $540K | Sell |
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|
2016
Q4 | $753K | Sell |
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|
2016
Q3 | $797K | Sell |
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|
2016
Q2 | $883K | Sell |
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|
2016
Q1 | $845K | Buy |
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