United Capital Management of KS’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 | $3.89M | Buy |
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|
2025
Q1 | $3.99M | Buy |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.31M | Buy |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $2.14M | Buy |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.54M | Buy |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.37M | Buy |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $998K | Buy |
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