Wealth Alliance’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 | $1.67M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $793K | Sell |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $867K | Sell |
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|
2023
Q1 | $936K | Buy |
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|
2022
Q4 | $909K | Sell |
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|
2022
Q3 | $869K | Buy |
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|
2022
Q2 | $969K | Sell |
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|
2022
Q1 | $990K | Buy |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $678K | Buy |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q3 | $687K | Buy |
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|
2020
Q2 | $595K | Sell |
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|
2020
Q1 | $625K | Buy |
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