Smith, Moore & 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
Q2 | $478K | Sell |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $457K | Buy |
|
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|
2024
Q2 | $372K | Buy |
|
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|
2024
Q1 | $390K | Buy |
|
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|
2023
Q4 | $399K | Buy |
|
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|
2023
Q3 | $382K | Buy |
|
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|
2023
Q2 | $418K | Buy |
|
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|
2023
Q1 | $449K | Buy |
|
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|
2022
Q4 | $440K | Sell |
|
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|
2022
Q3 | $455K | Buy |
|
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|
2022
Q2 | $401K | Buy |
|
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|
2022
Q1 | $398K | Buy |
|
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|
2021
Q4 | $387K | Buy |
|
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|
2021
Q3 | $340K | Buy |
|
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|
2021
Q2 | $336K | Sell |
|
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|
2021
Q1 | $377K | Buy |
|
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|
2020
Q4 | $364K | Sell |
|
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|
2020
Q3 | $390K | Buy |
|
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|
2020
Q2 | $313K | Buy |
|
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|
2020
Q1 | $299K | Sell |
|
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|
2019
Q4 | $421K | Sell |
|
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|
2019
Q3 | $443K | Sell |
|
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|
2019
Q2 | $410K | Buy |
|
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|
2019
Q1 | $388K | Sell |
|
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|
2018
Q4 | $431K | Sell |
|
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|
2018
Q3 | $498K | Buy |
|
|||||
|
2018
Q2 | $476K | Sell |
|
|||||
|
2018
Q1 | $468K | Buy |
|
|||||
|
2017
Q4 | $462K | Buy |
|
|||||
|
2017
Q3 | $424K | Buy |
|
|||||
|
2017
Q2 | $339K | Sell |
|
|||||
|
2017
Q1 | $341K | Hold |
|
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|
2016
Q4 | $330K | Hold |
|
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|
2016
Q3 | $337K | Sell |
|
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|
2016
Q2 | $394K | Buy |
|
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|
2016
Q1 | $338K | Sell |
|
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|
2015
Q4 | $416K | Buy |
|
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|
2015
Q3 | $393K | Sell |
|
|||||
|
2015
Q2 | $378K | Buy |
|
|||||
|
2015
Q1 | $405K | Hold |
|
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|
2014
Q4 | $432K | Hold |
|
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|
2014
Q3 | $352K | Buy |
|
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|
2014
Q2 | $381K | Sell |
|
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|
2014
Q1 | $410K | Buy |
|
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|
2013
Q4 | $360K | Buy |
|