Live Oak Private Wealth’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 | $308K | Hold |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $245K | Buy |
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