SVB Wealth’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 | $246K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $461K | Buy |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $402K | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $391K | Buy |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q3 | $350K | Buy |
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|
2018
Q2 | $336K | Sell |
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|
2018
Q1 | $333K | Sell |
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|
2017
Q4 | $384K | Buy |
|
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|
2017
Q3 | $329K | Hold |
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|
2017
Q2 | $322K | Hold |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $318K | Sell |
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|
2016
Q3 | $361K | Sell |
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|
2016
Q2 | $407K | Buy |
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|
2016
Q1 | $340K | Buy |
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|
2015
Q4 | $262K | Sell |
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|
2015
Q3 | $319K | Sell |
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|
2015
Q2 | $356K | Buy |
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|
2015
Q1 | $325K | Buy |
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|
2014
Q4 | $302K | Buy |
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