Shakespeare Wealth 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
Q3 | $2.93M | Buy |
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|
2025
Q2 | $2.65M | Hold |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $2.15M | Hold |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.36M | Hold |
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|
2022
Q4 | $2.33M | Hold |
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|
2022
Q3 | $2.22M | Hold |
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|
2022
Q2 | $2.47M | Hold |
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|
2022
Q1 | $2.5M | Hold |
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|
2021
Q4 | $2.41M | Hold |
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|
2021
Q3 | $2.18M | Hold |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $924K | Hold |
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|
2020
Q4 | $909K | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.04M | Buy |
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