1SB

1ST Source Bank’s WEC Energy WEC Stock Holding History

1ST Source Bank’s Portfolio WEC Stock Details WEC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Sell	3,021 -185	-6%	-$19.3K	0.02%	235
2025 Q1	$349K	Sell	3,206 -82	-2%	-$8.94K	0.02%	221
2024 Q4	$309K	Buy	3,288 +57	+2%	+$5.36K	0.02%	232
2024 Q3	$311K	Hold	3,231	–	–	0.02%	232
2024 Q2	$254K	Buy	3,231 +4	+0.1%	+$314	0.01%	242
2024 Q1	$265K	Hold	3,227	–	–	0.02%	232
2023 Q4	$272K	Sell	3,227 -1,200	-27%	-$101K	0.02%	227
2023 Q3	$357K	Buy	4,427 +256	+6%	+$20.6K	0.02%	194
2023 Q2	$368K	Sell	4,171 -31	-0.7%	-$2.74K	0.02%	195
2023 Q1	$398K	Hold	4,202	–	–	0.03%	195
2022 Q4	$394K	Hold	4,202	–	–	0.03%	196
2022 Q3	$376K	Hold	4,202	–	–	0.03%	193
2022 Q2	$423K	Hold	4,202	–	–	0.03%	189
2022 Q1	$420K	Hold	4,202	–	–	0.03%	194
2021 Q4	$408K	Buy	4,202 +47	+1%	+$4.56K	0.02%	195
2021 Q3	$367K	Hold	4,155	–	–	0.02%	197
2021 Q2	$370K	Hold	4,155	–	–	0.02%	200
2021 Q1	$389K	Hold	4,155	–	–	0.03%	190
2020 Q4	$383K	Hold	4,155	–	–	0.03%	184
2020 Q3	$403K	Buy	4,155 +16	+0.4%	+$1.55K	0.03%	168
2020 Q2	$363K	Hold	4,139	–	–	0.03%	176
2020 Q1	$365K	Sell	4,139 -30	-0.7%	-$2.65K	0.04%	163
2019 Q4	$385K	Buy	4,169 +31	+0.7%	+$2.86K	0.03%	176
2019 Q3	$394K	Hold	4,138	–	–	0.03%	170
2019 Q2	$345K	Hold	4,138	–	–	0.03%	178
2019 Q1	$327K	Buy	4,138 +144	+4%	+$11.4K	0.03%	173
2018 Q4	$277K	Hold	3,994	–	–	0.03%	179
2018 Q3	$267K	Hold	3,994	–	–	0.02%	198
2018 Q2	$258K	Sell	3,994 -350	-8%	-$22.6K	0.02%	197
2018 Q1	$272K	Buy	4,344 +648	+18%	+$40.6K	0.02%	194
2017 Q4	$246K	Sell	3,696 -60	-2%	-$3.99K	0.02%	204
2017 Q3	$236K	Hold	3,756	–	–	0.02%	207
2017 Q2	$231K	Hold	3,756	–	–	0.02%	208
2017 Q1	$228K	Hold	3,756	–	–	0.02%	216
2016 Q4	$221K	Sell	3,756 -400	-10%	-$23.5K	0.02%	220
2016 Q3	$248K	Hold	4,156	–	–	0.03%	200
2016 Q2	$271K	Hold	4,156	–	–	0.03%	195
2016 Q1	$250K	Hold	4,156	–	–	0.03%	196
2015 Q4	$213K	Hold	4,156	–	–	0.02%	207
2015 Q3	$217K	Buy	+4,156	New	+$217K	0.02%	236