Tocqueville 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
Q3 | $256K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $429K | Sell |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $328K | Hold |
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|
2018
Q3 | $317K | Hold |
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|
2018
Q2 | $307K | Hold |
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|
2018
Q1 | $297K | Hold |
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|
2017
Q4 | $315K | Hold |
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|
2017
Q3 | $298K | Hold |
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|
2017
Q2 | $291K | Hold |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $278K | Buy |
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|
2016
Q3 | $272K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $203K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Buy |
|