Norris Perne & French’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
Q4 | $292K | Hold |
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|
2025
Q3 | $318K | Buy |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $277K | Hold |
|
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $244K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $214K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $331K | Hold |
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|
2020
Q4 | $325K | Hold |
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|
2020
Q3 | $342K | Buy |
|