Woodley Farra Manion Portfolio 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 | $4.6M | Buy |
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|
2025
Q1 | $4.81M | Buy |
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|
2024
Q4 | $4.1M | Buy |
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|
2024
Q3 | $4.1M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.38M | Sell |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.83M | Sell |
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|
2022
Q2 | $4.37M | Sell |
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|
2022
Q1 | $4.68M | Sell |
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|
2021
Q4 | $4.66M | Buy |
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|
2021
Q3 | $3.79M | Sell |
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|
2021
Q2 | $4.6M | Sell |
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|
2021
Q1 | $5.01M | Sell |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $3.6M | Sell |
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|
2020
Q2 | $3.78M | Buy |
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|
2020
Q1 | $3.75M | Sell |
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|
2019
Q4 | $4.6M | Sell |
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|
2019
Q3 | $4.88M | Sell |
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|
2019
Q2 | $4.43M | Sell |
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|
2019
Q1 | $4.25M | Sell |
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|
2018
Q4 | $4.02M | Sell |
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|
2018
Q3 | $4.1M | Sell |
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|
2018
Q2 | $4M | Buy |
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|
2018
Q1 | $3.78M | Sell |
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|
2017
Q4 | $4.86M | Sell |
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|
2017
Q3 | $4.6M | Buy |
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