Caldwell Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
17,497
-188
|
|
||||
|
2025
Q1 | $1.93M | Sell |
17,685
-212
|
|
||||
|
2024
Q4 | $1.68M | Sell |
17,897
-35
|
|
||||
|
2024
Q3 | $1.72M | Sell |
17,932
-930
|
|
||||
|
2024
Q2 | $1.48M | Sell |
18,862
-945
|
|
||||
|
2024
Q1 | $1.63M | Sell |
19,807
-2,281
|
|
||||
|
2023
Q4 | $1.86M | Sell |
22,088
-610
|
|
||||
|
2023
Q3 | $1.83M | Sell |
22,698
-857
|
|
||||
|
2023
Q2 | $2.08M | Sell |
23,555
-599
|
|
||||
|
2023
Q1 | $2.29M | Buy |
24,154
+539
|
|
||||
|
2022
Q4 | $2.21M | Buy |
23,615
+413
|
|
||||
|
2022
Q3 | $2.07M | Buy |
23,202
+83
|
|
||||
|
2022
Q2 | $2.33M | Buy |
23,119
+81
|
|
||||
|
2022
Q1 | $2.3M | Buy |
23,038
+1,483
|
|
||||
|
2021
Q4 | $2.09M | Sell |
21,555
-1,145
|
|
||||
|
2021
Q3 | $2M | Buy |
22,700
+714
|
|
||||
|
2021
Q2 | $1.96M | Buy |
21,986
+1,140
|
|
||||
|
2021
Q1 | $1.95M | Buy |
20,846
+2,976
|
|
||||
|
2020
Q4 | $1.64M | Sell |
17,870
-367
|
|
||||
|
2020
Q3 | $1.77M | Sell |
18,237
-815
|
|
||||
|
2020
Q2 | $1.67M | Sell |
19,052
-1,655
|
|
||||
|
2020
Q1 | $1.82M | Sell |
20,707
-322
|
|
||||
|
2019
Q4 | $1.94M | Buy |
+21,029
|
|