Lantz Financial’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 | $3.14M | Sell |
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|
2025
Q2 | $2.86M | Sell |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $2.86M | Buy |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $564K | Sell |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $646K | Buy |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $658K | Hold |
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|
2022
Q2 | $740K | Hold |
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|
2022
Q1 | $734K | Hold |
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|
2021
Q4 | $714K | Hold |
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|
2021
Q3 | $649K | Hold |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $673K | Hold |
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|
2020
Q4 | $662K | Sell |
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|
2020
Q3 | $708K | Buy |
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|
2020
Q2 | $631K | Hold |
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|
2020
Q1 | $634K | Hold |
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|
2019
Q4 | $664K | Hold |
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|
2019
Q3 | $679K | Hold |
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|
2019
Q2 | $606K | Hold |
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|
2019
Q1 | $569K | Buy |
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