Walter & Keenan Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $299K | Sell |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $409K | Hold |
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|
2019
Q2 | $358K | Hold |
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|
2019
Q1 | $340K | Hold |
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|
2018
Q4 | $298K | Sell |
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|
2018
Q3 | $307 | Hold |
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|
2018
Q2 | $297K | Hold |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $306K | Hold |
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|
2017
Q3 | $289K | Buy |
|