Caldwell Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09M | Buy |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.77M | Sell |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.82M | Sell |
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|
2019
Q4 | $1.94M | Buy |
|