Equitable 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 | – | Sell |
-1,887
| Closed | -$206K | – | 473 |
|
|
2025
Q1 | $206K | Buy |
+1,887
| New | +$206K | 0.01% | 453 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$201K | – | 408 |
|
|
2022
Q2 | $201K | Buy |
+2,000
| New | +$201K | 0.02% | 381 |
|
|
2019
Q4 | – | Sell |
-2,112
| Closed | -$201K | – | 295 |
|
|
2019
Q3 | $201K | Buy |
+2,112
| New | +$201K | 0.02% | 276 |
|
|
2018
Q4 | – | Sell |
-8,234
| Closed | -$550K | – | 293 |
|
|
2018
Q3 | $550K | Buy |
+8,234
| New | +$550K | 0.06% | 192 |
|