Essex Savings Bank’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 | $234K | Hold |
2,246
| – | – | 0.06% | 269 |
|
|
2025
Q1 | $245K | Sell |
2,246
-3
| -0.1% | -$327 | 0.06% | 253 |
|
|
2024
Q4 | $211K | Buy |
+2,249
| New | +$211K | 0.05% | 281 |
|
|
2019
Q3 | – | Sell |
-199
| Closed | -$17K | – | 606 |
|
|
2019
Q2 | $17K | Sell |
199
-21
| -10% | -$1.79K | 0.01% | 596 |
|
|
2019
Q1 | $17K | Sell |
220
-27
| -11% | -$2.09K | 0.01% | 448 |
|
|
2018
Q4 | $17K | Buy |
+247
| New | +$17K | 0.01% | 449 |
|