Steph & 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 | $805K | Hold |
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|
2025
Q2 | $732K | Hold |
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|
2025
Q1 | $765K | Hold |
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|
2024
Q4 | $660K | Hold |
|
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $583K | Hold |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $671K | Hold |
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|
2022
Q4 | $664K | Hold |
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|
2022
Q3 | $634K | Hold |
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|
2022
Q2 | $713K | Hold |
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|
2022
Q1 | $707K | Hold |
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|
2021
Q4 | $688K | Hold |
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|
2021
Q3 | $625K | Sell |
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|
2021
Q2 | $724K | Hold |
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|
2021
Q1 | $761K | Hold |
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|
2020
Q4 | $749K | Hold |
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|
2020
Q3 | $788K | Sell |
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|
2020
Q2 | $801K | Sell |
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|
2020
Q1 | $892K | Hold |
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|
2019
Q4 | $933K | Buy |
|