Neville Rodie & Shaw’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 | $238K | Hold |
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|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $448K | Hold |
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $464K | Hold |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $457K | Hold |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $503K | Hold |
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|
2019
Q2 | $441K | Hold |
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|
2019
Q1 | $418K | Hold |
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|
2018
Q4 | $366K | Hold |
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|
2018
Q3 | $353K | Buy |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $317K | Hold |
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|
2017
Q4 | $335K | Hold |
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|
2017
Q3 | $317K | Sell |
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|
2017
Q2 | $338K | Hold |
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|
2017
Q1 | $333K | Hold |
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|
2016
Q4 | $323K | Sell |
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|
2016
Q3 | $344K | Sell |
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|
2016
Q2 | $411K | Hold |
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|
2016
Q1 | $378K | Hold |
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|
2015
Q4 | $323K | Hold |
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|
2015
Q3 | $329K | Hold |
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|
2015
Q2 | $283K | Hold |
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|
2015
Q1 | $312K | Hold |
|
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|
2014
Q4 | $332K | Hold |
|
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|
2014
Q3 | $271K | Hold |
|
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|
2014
Q2 | $296K | Hold |
|
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|
2014
Q1 | $293K | Hold |
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|
2013
Q4 | $260K | Hold |
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|
2013
Q3 | $254K | Hold |
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|
2013
Q2 | $258K | Buy |
|