Santa Barbara Asset Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$162M Sell
2018
Q4
$144M Buy
2018
Q3
$137M Sell
2018
Q2
$134M Sell
2018
Q1
$133M Buy
2017
Q4
$124M Sell
2017
Q3
$119M Buy
2017
Q2
$115M Buy
2017
Q1
$114M Buy
2016
Q4
$108M Buy
2016
Q3
$95.5M Sell
2016
Q2
$130M Buy
2016
Q1
$119M Sell
2015
Q4
$102M Buy
2015
Q3
$102M Buy