Perigon 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 | $432K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $154K | Buy |
|