Richard C. Young & Co’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 | $1.65M | Sell |
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|
2025
Q2 | $3.93M | Buy |
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|
2025
Q1 | $3.96M | Sell |
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|
2024
Q4 | $3.56M | Sell |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $3.32M | Sell |
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|
2023
Q4 | $3.64M | Sell |
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|
2023
Q3 | $3.54M | Sell |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $4.25M | Sell |
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $4.71M | Sell |
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|
2022
Q2 | $5.4M | Sell |
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|
2022
Q1 | $5.37M | Sell |
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|
2021
Q4 | $5.29M | Sell |
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|
2021
Q3 | $4.86M | Sell |
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|
2021
Q2 | $4.94M | Sell |
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|
2021
Q1 | $5.28M | Buy |
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|
2020
Q4 | $5.18M | Sell |
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|
2020
Q3 | $5.51M | Sell |
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|
2020
Q2 | $5M | Sell |
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|
2020
Q1 | $5.28M | Sell |
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|
2019
Q4 | $5.54M | Sell |
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|
2019
Q3 | $5.71M | Sell |
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|
2019
Q2 | $5.04M | Sell |
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|
2019
Q1 | $4.87M | Buy |
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|
2018
Q4 | $3.86M | Buy |
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|
2018
Q3 | $3.65M | Buy |
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|
2018
Q2 | $3.47M | Buy |
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|
2018
Q1 | $3.26M | Buy |
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|
2017
Q4 | $341K | Buy |
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