Private Harbour Investment Management & Counsel’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
$962K Sell
2025
Q2
$919K Sell
2025
Q1
$971K Sell
2024
Q4
$882K Sell
2024
Q3
$920K Buy
2024
Q2
$746K Sell
2024
Q1
$781K Sell
2023
Q4
$811K Sell
2023
Q3
$780K Sell
2023
Q2
$856K Sell
2023
Q1
$935K Sell
2022
Q4
$944K Sell
2022
Q3
$905K Sell
2022
Q2
$1.08M Sell
2022
Q1
$1.08M Sell
2021
Q4
$1.07M Buy
2021
Q3
$966K Hold
2021
Q2
$974K Sell
2021
Q1
$1.08M Buy