Blue Trust Inc’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 | $1.75M | Buy |
16,841
+1,526
| +10% | +$159K | 0.02% | 190 |
|
|
2025
Q1 | $1.67M | Buy |
15,315
+2,102
| +16% | +$229K | 0.02% | 179 |
|
|
2024
Q4 | $1.24M | Buy |
13,213
+699
| +6% | +$65.7K | 0.02% | 207 |
|
|
2024
Q3 | $982K | Buy |
12,514
+2,120
| +20% | +$166K | 0.01% | 278 |
|
|
2024
Q2 | $854K | Buy |
10,394
+1,425
| +16% | +$117K | 0.01% | 240 |
|
|
2024
Q1 | $737K | Buy |
8,969
+1,425
| +19% | +$117K | 0.01% | 220 |
|
|
2023
Q4 | $607K | Buy |
7,544
+781
| +12% | +$62.8K | 0.01% | 216 |
|
|
2023
Q3 | $597K | Buy |
6,763
+2,263
| +50% | +$200K | 0.01% | 224 |
|
|
2023
Q2 | $427K | Sell |
4,500
-6,138
| -58% | -$582K | 0.01% | 250 |
|
|
2023
Q1 | $998K | Buy |
10,638
+546
| +5% | +$51.2K | 0.02% | 191 |
|
|
2022
Q4 | $903K | Buy |
10,092
+3,071
| +44% | +$275K | 0.02% | 185 |
|
|
2022
Q3 | $707K | Buy |
7,021
+659
| +10% | +$66.4K | 0.01% | 173 |
|
|
2022
Q2 | $635K | Buy |
+6,362
| New | +$635K | 0.01% | 169 |
|