McDonald Partners’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 | $297K | Sell |
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|
2025
Q2 | $898K | Sell |
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|
2025
Q1 | $964K | Buy |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $787K | Buy |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $642K | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $574K | Sell |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $382K | Buy |
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