Summit Asset 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 | $348K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $294K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $307K | Sell |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $214K | Hold |
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|
2019
Q3 | $220K | Buy |
|