Roman Butler Fullerton & 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 | $265K | Hold |
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|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Buy |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $208K | Buy |
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|
2021
Q2 | $207K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $200K | Buy |
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