Dorsey & Whitney 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 | $4.25M | Buy |
40,781
+11,729
| +40% | +$1.22M | 0.22% | 99 |
|
|
2025
Q1 | $3.17M | Buy |
29,052
+18,982
| +189% | +$2.07M | 0.18% | 116 |
|
|
2024
Q4 | $947K | Buy |
10,070
+7,187
| +249% | +$676K | 0.05% | 273 |
|
|
2024
Q3 | $277K | Buy |
+2,883
| New | +$277K | 0.01% | 543 |
|
|
2023
Q4 | – | Sell |
-4,555
| Closed | -$367K | – | 637 |
|
|
2023
Q3 | $367K | Buy |
4,555
+374
| +9% | +$30.1K | 0.03% | 377 |
|
|
2023
Q2 | $369K | Buy |
+4,181
| New | +$369K | 0.03% | 391 |
|