Bank & Trust Company’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$962K Sell
9,232
-42
-0.5% -$4.38K 0.76% 41
2025
Q1
$1.01M Sell
9,274
-76
-0.8% -$8.28K 0.82% 37
2024
Q4
$879K Sell
9,350
-183
-2% -$17.2K 0.74% 41
2024
Q3
$917K Hold
9,533
0.74% 39
2024
Q2
$748K Buy
+9,533
New +$748K 0.63% 42