Paragon Private Wealth Management’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 | $621K | Buy |
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|
2025
Q2 | $546K | Sell |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $313K | Buy |
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