Obermeyer Wealth 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 | $936K | Buy |
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|
2025
Q2 | $844K | Sell |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $762K | Hold |
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|
2024
Q3 | $779K | Hold |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $669K | Hold |
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|
2023
Q4 | $686K | Hold |
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|
2023
Q3 | $657K | Hold |
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|
2023
Q2 | $719K | Hold |
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|
2023
Q1 | $773K | Hold |
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|
2022
Q4 | $764K | Hold |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $820K | Hold |
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|
2022
Q1 | $814K | Hold |
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|
2021
Q4 | $791K | Hold |
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|
2021
Q3 | $719K | Hold |
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|
2021
Q2 | $725K | Buy |
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