Operose Advisors’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 | $185K | Buy |
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|
2025
Q2 | $133K | Buy |
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|
2025
Q1 | $135K | Sell |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $199K | Buy |
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|
2024
Q2 | $140K | Sell |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $70K | Buy |
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|
2023
Q3 | $62.6K | Buy |
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|
2023
Q2 | $60.1K | Hold |
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|
2023
Q1 | $64.6K | Hold |
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|
2022
Q4 | $63.9K | Hold |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $66K | Buy |
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