Colonial Trust Advisors’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
Q2 | $458K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $68.5K | Buy |
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|
2024
Q1 | $53.3K | Buy |
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|
2023
Q4 | $50.5K | Buy |
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|
2023
Q3 | $46.6K | Buy |
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|
2023
Q2 | $50.7K | Hold |
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|
2023
Q1 | $54.5K | Hold |
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|
2022
Q4 | $53.9K | Buy |
|