Marcum 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
Q1 | $808K | Buy |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $519K | Buy |
|
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|
2024
Q1 | $390K | Sell |
|
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|
2023
Q4 | $558K | Sell |
|
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|
2023
Q3 | $542K | Sell |
|
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|
2023
Q2 | $599K | Buy |
|
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|
2023
Q1 | $511K | Buy |
|
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|
2022
Q4 | $453K | Sell |
|
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|
2022
Q3 | $437K | Buy |
|
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|
2022
Q2 | $490K | Buy |
|
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|
2022
Q1 | $474K | Buy |
|
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|
2021
Q4 | $459K | Buy |
|
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|
2021
Q3 | $416K | Sell |
|
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $493K | Buy |
|