Patriot Financial Group Insurance Agency’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 | $934K | Buy |
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|
2025
Q2 | $829K | Buy |
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|
2025
Q1 | $820K | Buy |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | $651K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $191K | Sell |
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|
2021
Q2 | $193K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $198K | Hold |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $189K | Sell |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $218K | Sell |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $189K | Buy |
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|
2018
Q4 | $162K | Buy |
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|
2018
Q3 | $20K | Buy |
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