LVZ Inc’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
Q2 | $401K | Hold |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $539K | Hold |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $509K | Hold |
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|
2022
Q3 | $485K | Hold |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $479K | Hold |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $508K | Hold |
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|
2020
Q4 | $500K | Hold |
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|
2020
Q3 | $526K | Hold |
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|
2020
Q2 | $476K | Hold |
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|
2020
Q1 | $478K | Hold |
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|
2019
Q4 | $501K | Hold |
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|
2019
Q3 | $516K | Hold |
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|
2019
Q2 | $453K | Hold |
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|
2019
Q1 | $429K | Hold |
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|
2018
Q4 | $376K | Hold |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $340K | Hold |
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|
2017
Q4 | $361K | Buy |
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|
2017
Q3 | $306K | Hold |
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|
2017
Q2 | $300K | Hold |
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|
2017
Q1 | $296K | Hold |
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|
2016
Q4 | $286K | Hold |
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|
2016
Q3 | $292K | Hold |
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|
2016
Q2 | $319K | Hold |
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|
2016
Q1 | $293K | Hold |
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|
2015
Q4 | $250K | Hold |
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|
2015
Q3 | $255K | Hold |
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|
2015
Q2 | $232K | Hold |
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|
2015
Q1 | $242K | Hold |
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|
2014
Q4 | $257K | Hold |
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|
2014
Q3 | $210K | Hold |
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|
2014
Q2 | $229K | Hold |
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|
2014
Q1 | $227K | Hold |
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|
2013
Q4 | $202K | Buy |
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