Optimum Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $1.74K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Buy |
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|
2015
Q1 | $71K | Hold |
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|
2014
Q4 | $76K | Hold |
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|
2014
Q3 | $62K | Hold |
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|
2014
Q2 | $67K | Sell |
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|
2014
Q1 | $70K | Hold |
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|
2013
Q4 | $62K | Hold |
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|
2013
Q3 | $61K | Buy |
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