Diversified 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 | $658K | Buy |
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|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $607K | Buy |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $486K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $885K | Buy |
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|
2022
Q2 | $799K | Buy |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $627K | Buy |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $708K | Buy |
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|
2020
Q4 | $577K | Sell |
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|
2020
Q3 | $666K | Buy |
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|
2020
Q2 | $279K | Buy |
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