Chicago 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 | $873K | Buy |
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|
2025
Q2 | $793K | Buy |
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|
2025
Q1 | $616K | Buy |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $686K | Hold |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $785K | Sell |
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|
2023
Q1 | $844K | Buy |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $630K | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $794K | Buy |
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|
2020
Q4 | $629K | Buy |
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|
2020
Q3 | $661K | Sell |
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|
2020
Q2 | $660K | Hold |
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|
2020
Q1 | $663K | Sell |
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|
2019
Q4 | $701K | Buy |
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|
2019
Q3 | $495K | Buy |
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