Lido Advisors’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 | $2.35M | Sell |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | $286K | Buy |
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