Salem Investment Counselors’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 | $59.4K | Sell |
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|
2025
Q2 | $61.6K | Buy |
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|
2025
Q1 | $56.5K | Hold |
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|
2024
Q4 | $48.7K | Hold |
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|
2024
Q3 | $49.8K | Hold |
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|
2024
Q2 | $40.6K | Hold |
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|
2024
Q1 | $42.5K | Hold |
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|
2023
Q4 | $43.6K | Sell |
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|
2023
Q3 | $44.9K | Hold |
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|
2023
Q2 | $49.2K | Hold |
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|
2023
Q1 | $52.9K | Hold |
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|
2022
Q4 | $52.3K | Hold |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $44K | Sell |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | $46K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $44K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $5K | Buy |
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