Lodestone Wealth Management’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 | $319K | Buy |
|
|||||
|
2025
Q2 | $288K | Sell |
|
|||||
|
2025
Q1 | $315K | Hold |
|
|||||
|
2024
Q4 | $272K | Hold |
|
|||||
|
2024
Q3 | $278K | Hold |
|
|||||
|
2024
Q2 | $227K | Hold |
|
|||||
|
2024
Q1 | $237K | Hold |
|
|||||
|
2023
Q4 | $243K | Hold |
|
|||||
|
2023
Q3 | $233K | Hold |
|
|||||
|
2023
Q2 | $255K | Hold |
|
|||||
|
2023
Q1 | $274K | Sell |
|
|||||
|
2022
Q4 | $287K | Buy |
|