Dorsey & Whitney 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
$6.91M Buy
2025
Q2
$4.25M Buy
2025
Q1
$3.17M Buy
2024
Q4
$947K Buy
2024
Q3
$277K Buy
2023
Q4
Sell
2023
Q3
$367K Buy
2023
Q2
$369K Buy