Colonial Trust’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 | $2.16M | Buy |
20,765
+3
| +0% | +$313 | 0.32% | 82 |
|
|
2025
Q1 | $2.26M | Sell |
20,762
-13
| -0.1% | -$1.42K | 0.35% | 74 |
|
|
2024
Q4 | $1.95M | Buy |
20,775
+216
| +1% | +$20.3K | 0.29% | 83 |
|
|
2024
Q3 | $1.98M | Buy |
20,559
+20,133
| +4,726% | +$1.94M | 0.31% | 82 |
|
|
2024
Q2 | $33.4K | Buy |
426
+16
| +4% | +$1.26K | 0.01% | 578 |
|
|
2024
Q1 | $33.6K | Buy |
410
+59
| +17% | +$4.84K | 0.01% | 571 |
|
|
2023
Q4 | $29.5K | Sell |
351
-438
| -56% | -$36.9K | 0.01% | 578 |
|
|
2023
Q3 | $63.6K | Buy |
789
+76
| +11% | +$6.12K | 0.02% | 432 |
|
|
2023
Q2 | $62.9K | Hold |
713
| – | – | 0.02% | 442 |
|
|
2023
Q1 | $67.6K | Hold |
713
| – | – | 0.02% | 413 |
|
|
2022
Q4 | $66.9K | Buy |
+713
| New | +$66.9K | 0.02% | 391 |
|