Choate Investment Advisors’s WEC Energy WEC Stock Holding History

Choate Investment Advisors’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$269K	Sell
2025 Q2	$342K	Buy
2025 Q1	$321K	Buy
2024 Q4	$258K	Buy
2024 Q3	$243K	Sell
2024 Q2	$204K	Buy
2024 Q1	$209K	Buy
2023 Q4	$210K	Sell
2023 Q3	$231K	Buy
2016 Q2	–	Sell
2016 Q1	$216K	Buy