Plancorp LLC’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 | $477K | Sell |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $635K | Sell |
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|
2021
Q3 | $607K | Buy |
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|
2021
Q2 | $610K | Sell |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $737K | Buy |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $759K | Buy |
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|
2020
Q1 | $762K | Sell |
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|
2019
Q4 | $899K | Sell |
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|
2019
Q3 | $998K | Sell |
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|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.15M | Sell |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.19M | Buy |
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|
2017
Q3 | $1.08M | Buy |
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|
2017
Q2 | $1.04M | Hold |
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|
2017
Q1 | $1.03M | Hold |
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|
2016
Q4 | $999K | Sell |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $669K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $932K | Buy |
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|
2014
Q4 | $684K | Sell |
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|
2014
Q3 | $609K | Buy |
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|
2014
Q2 | $608K | Sell |
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|
2014
Q1 | $660K | Hold |
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|
2013
Q4 | $587K | Buy |
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