Van Hulzen 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
Q1 | – | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $793K | Sell |
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|
2023
Q4 | $903K | Sell |
|
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|
2023
Q3 | $921K | Hold |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $904K | Hold |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $853K | Hold |
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|
2022
Q2 | $960K | Hold |
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|
2022
Q1 | $952K | Hold |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.88M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $2.12M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $234K | Sell |
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|
2013
Q4 | $283K | Buy |
|