City State Bank’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 | $591K | Sell |
5,668
-228
| -4% | -$23.8K | 0.19% | 108 |
|
|
2025
Q1 | $643K | Sell |
5,896
-100
| -2% | -$10.9K | 0.21% | 99 |
|
|
2024
Q4 | $564K | Sell |
5,996
-257
| -4% | -$24.2K | 0.2% | 108 |
|
|
2024
Q3 | $601K | Buy |
6,253
+300
| +5% | +$28.9K | 0.22% | 97 |
|
|
2024
Q2 | $467K | Hold |
5,953
| – | – | 0.19% | 113 |
|
|
2024
Q1 | $489K | Sell |
5,953
-291
| -5% | -$23.9K | 0.22% | 106 |
|
|
2023
Q4 | $526K | Sell |
6,244
-114
| -2% | -$9.6K | 0.26% | 90 |
|
|
2023
Q3 | $512K | Hold |
6,358
| – | – | 0.28% | 86 |
|
|
2023
Q2 | $561K | Hold |
6,358
| – | – | 0.3% | 78 |
|
|
2023
Q1 | $603K | Sell |
6,358
-164
| -3% | -$15.6K | 0.34% | 72 |
|
|
2022
Q4 | $612K | Buy |
6,522
+100
| +2% | +$9.38K | 0.38% | 74 |
|
|
2022
Q3 | $574K | Sell |
6,422
-163
| -2% | -$14.6K | 0.4% | 64 |
|
|
2022
Q2 | $663K | Buy |
6,585
+100
| +2% | +$10.1K | 0.46% | 60 |
|
|
2022
Q1 | $647K | Buy |
6,485
+25
| +0.4% | +$2.49K | 0.39% | 69 |
|
|
2021
Q4 | $627K | Buy |
+6,460
| New | +$627K | 0.39% | 73 |
|