Waverly Advisors’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 | $680K | Buy |
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|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Hold |
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|
2018
Q2 | $225K | Hold |
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|
2018
Q1 | $218K | Buy |
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|
2017
Q4 | $22K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $122K | Buy |
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|
2014
Q2 | $89K | Hold |
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|
2014
Q1 | $89K | Hold |
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|
2013
Q4 | $79K | Buy |
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