Searle & 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 | $940K | Hold |
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|
2025
Q2 | $854K | Hold |
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|
2025
Q1 | $894K | Hold |
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|
2024
Q4 | $771K | Hold |
|
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|
2024
Q3 | $789K | Hold |
|
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|
2024
Q2 | $643K | Hold |
|
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $690K | Hold |
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|
2023
Q3 | $661K | Hold |
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|
2023
Q2 | $737K | Hold |
|
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|
2023
Q1 | $789K | Hold |
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|
2022
Q4 | $769K | Hold |
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|
2022
Q3 | $733K | Hold |
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|
2022
Q2 | $825K | Hold |
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|
2022
Q1 | $818K | Hold |
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|
2021
Q4 | $796K | Hold |
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|
2021
Q3 | $723K | Hold |
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|
2021
Q2 | $729K | Hold |
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|
2021
Q1 | $767K | Hold |
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|
2020
Q4 | $755K | Hold |
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|
2020
Q3 | $795K | Hold |
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|
2020
Q2 | $719K | Hold |
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|
2020
Q1 | $723K | Buy |
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|
2019
Q4 | $664K | Hold |
|
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|
2019
Q3 | $685K | Hold |
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|
2019
Q2 | $600K | Hold |
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|
2019
Q1 | $569K | Hold |
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|
2018
Q4 | $499K | Hold |
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|
2018
Q3 | $481K | Sell |
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|
2018
Q2 | $477K | Hold |
|
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|
2018
Q1 | $463K | Hold |
|
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|
2017
Q4 | $491K | Hold |
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|
2017
Q3 | $464K | Hold |
|
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|
2017
Q2 | $453K | Hold |
|
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|
2017
Q1 | $448K | Sell |
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|
2016
Q4 | $438K | Hold |
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|
2016
Q3 | $429K | Buy |
|
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $447K | Hold |
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|
2015
Q4 | $383K | Hold |
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|
2015
Q3 | $390K | Hold |
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|
2015
Q2 | $335K | Buy |
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|
2015
Q1 | $356K | Hold |
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|
2014
Q4 | $379K | Buy |
|