Boston Trust Walden’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 | $14.8M | Buy |
141,921
+16,655
| +13% | +$1.74M | 0.11% | 190 |
|
|
2025
Q1 | $13.7M | Buy |
125,266
+9,120
| +8% | +$994K | 0.1% | 193 |
|
|
2024
Q4 | $10.9M | Sell |
116,146
-575
| -0.5% | -$54.1K | 0.08% | 198 |
|
|
2024
Q3 | $11.2M | Buy |
116,721
+175
| +0.2% | +$16.8K | 0.08% | 197 |
|
|
2024
Q2 | $9.14M | Buy |
116,546
+645
| +0.6% | +$50.6K | 0.07% | 200 |
|
|
2024
Q1 | $9.52M | Buy |
+115,901
| New | +$9.52M | 0.07% | 199 |
|
|
2018
Q1 | – | Sell |
-14,130
| Closed | -$938K | – | 391 |
|
|
2017
Q4 | $938K | Sell |
14,130
-75
| -0.5% | -$4.98K | 0.01% | 306 |
|
|
2017
Q3 | $892K | Sell |
14,205
-10
| -0.1% | -$628 | 0.01% | 309 |
|
|
2017
Q2 | $872K | Buy |
14,215
+1,102
| +8% | +$67.6K | 0.01% | 302 |
|
|
2017
Q1 | $795K | Hold |
13,113
| – | – | 0.01% | 299 |
|
|
2016
Q4 | $769K | Hold |
13,113
| – | – | 0.01% | 302 |
|
|
2016
Q3 | $785K | Hold |
13,113
| – | – | 0.01% | 299 |
|
|
2016
Q2 | $857K | Buy |
13,113
+163
| +1% | +$10.7K | 0.01% | 294 |
|
|
2016
Q1 | $778K | Sell |
12,950
-225
| -2% | -$13.5K | 0.01% | 301 |
|
|
2015
Q4 | $676K | Hold |
13,175
| – | – | 0.01% | 300 |
|
|
2015
Q3 | $688K | Buy |
13,175
+50
| +0.4% | +$2.61K | 0.01% | 308 |
|
|
2015
Q2 | $590K | Buy |
13,125
+5,625
| +75% | +$253K | 0.01% | 307 |
|
|
2015
Q1 | $371K | Hold |
7,500
| – | – | 0.01% | 321 |
|
|
2014
Q4 | $396K | Hold |
7,500
| – | – | 0.01% | 321 |
|
|
2014
Q3 | $322K | Hold |
7,500
| – | – | 0.01% | 324 |
|
|
2014
Q2 | $352K | Hold |
7,500
| – | – | 0.01% | 314 |
|
|
2014
Q1 | $349K | Hold |
7,500
| – | – | 0.01% | 294 |
|
|
2013
Q4 | $310K | Buy |
+7,500
| New | +$310K | ﹤0.01% | 311 |
|