Vaughan David Investments’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 | $51.5M | Buy |
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|
2025
Q1 | $53.6M | Buy |
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|
2024
Q4 | $46M | Buy |
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|
2024
Q3 | $46.6M | Buy |
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|
2024
Q2 | $37.5M | Buy |
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|
2024
Q1 | $37.5M | Buy |
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|
2023
Q4 | $36.1M | Buy |
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|
2023
Q3 | $33.4M | Buy |
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|
2023
Q2 | $19.4M | Buy |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $534K | Buy |
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|
2020
Q3 | $504K | Hold |
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|
2020
Q2 | $456K | Hold |
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|
2020
Q1 | $458K | Hold |
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|
2019
Q4 | $480K | Sell |
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|
2019
Q3 | $505K | Sell |
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|
2019
Q2 | $506K | Hold |
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|
2019
Q1 | $480K | Hold |
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|
2018
Q4 | $420K | Sell |
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|
2018
Q3 | $413K | Sell |
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|
2018
Q2 | $443K | Sell |
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|
2018
Q1 | $444K | Sell |
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|
2017
Q4 | $480K | Sell |
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|
2017
Q3 | $475K | Sell |
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|
2017
Q2 | $499K | Sell |
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|
2017
Q1 | $523K | Sell |
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|
2016
Q4 | $510K | Hold |
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|
2016
Q3 | $521K | Sell |
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|
2016
Q2 | $575K | Buy |
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|
2016
Q1 | $522K | Sell |
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|
2015
Q4 | $459K | Sell |
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|
2015
Q3 | $503K | Sell |
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|
2015
Q2 | $459K | Buy |
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