Shelton Capital 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
Q4 | – | Sell |
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|
2025
Q3 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $200K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $220K | Hold |
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|
2019
Q3 | $227K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $322K | Sell |
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|
2016
Q4 | $352K | Sell |
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|
2016
Q3 | $743K | Buy |
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|
2016
Q2 | $567K | Buy |
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|
2016
Q1 | $414K | Buy |
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