Summit Securities Group’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 | $51K | Sell |
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|
2025
Q3 | $63.6K | Buy |
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|
2025
Q2 | $22.4K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $36K | Sell |
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|
2023
Q1 | $59K | Buy |
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|
2022
Q4 | $30K | Sell |
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|
2022
Q3 | $103K | Buy |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $49K | Buy |
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