Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Hold |
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|
2025
Q1 | $94K | Sell |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $108K | Sell |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $148K | Sell |
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|
2023
Q2 | $183K | Hold |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $194K | Hold |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $1.78M | Hold |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.71M | Hold |
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|
2019
Q4 | $1.79M | Hold |
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|
2019
Q3 | $1.84M | Hold |
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|
2019
Q2 | $1.61M | Buy |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.35M | Hold |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $1.65M | Hold |
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|
2017
Q3 | $1.56M | Hold |
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|
2017
Q2 | $1.52M | Buy |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $1.19M | Hold |
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|
2016
Q3 | $1.21M | Sell |
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|
2016
Q2 | $1.55M | Hold |
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|
2016
Q1 | $1.43M | Hold |
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|
2015
Q4 | $1.22M | Buy |
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|
2015
Q3 | $644K | Sell |
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|
2015
Q2 | $554K | Sell |
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|
2015
Q1 | $1.81M | Sell |
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|
2014
Q4 | $3.58M | Sell |
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|
2014
Q3 | $3.06M | Buy |
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|
2014
Q2 | $2.15M | Buy |
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|
2014
Q1 | $1.76M | Buy |
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|
2013
Q4 | $1.43M | Sell |
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|
2013
Q3 | $1.44M | Buy |
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|
2013
Q2 | $1.16M | Buy |
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