Farmers & Merchants Trust Company’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 | $603K | Buy |
5,789
+3,642
| +170% | +$379K | 0.13% | 127 |
|
|
2025
Q1 | $234K | Sell |
2,147
-500
| -19% | -$54.5K | 0.06% | 174 |
|
|
2024
Q4 | $249K | Sell |
2,647
-187
| -7% | -$17.6K | 0.06% | 170 |
|
|
2024
Q3 | $273K | Hold |
2,834
| – | – | 0.07% | 165 |
|
|
2024
Q2 | $222K | Sell |
2,834
-31,417
| -92% | -$2.46M | 0.06% | 173 |
|
|
2024
Q1 | $2.81M | Buy |
34,251
+31,592
| +1,188% | +$2.59M | 0.69% | 32 |
|
|
2023
Q4 | $224K | Hold |
2,659
| – | – | 0.06% | 164 |
|
|
2023
Q3 | $214K | Hold |
2,659
| – | – | 0.06% | 157 |
|
|
2023
Q2 | $235K | Hold |
2,659
| – | – | 0.06% | 159 |
|
|
2023
Q1 | $252K | Sell |
2,659
-100
| -4% | -$9.48K | 0.07% | 146 |
|
|
2022
Q4 | $259K | Hold |
2,759
| – | – | 0.07% | 137 |
|
|
2022
Q3 | $247K | Hold |
2,759
| – | – | 0.08% | 131 |
|
|
2022
Q2 | $278K | Hold |
2,759
| – | – | 0.08% | 124 |
|
|
2022
Q1 | $275K | Sell |
2,759
-500
| -15% | -$49.8K | 0.07% | 138 |
|
|
2021
Q4 | $316K | Hold |
3,259
| – | – | 0.08% | 137 |
|
|
2021
Q3 | $287K | Hold |
3,259
| – | – | 0.08% | 143 |
|
|
2021
Q2 | $290K | Sell |
3,259
-100
| -3% | -$8.9K | 0.08% | 136 |
|
|
2021
Q1 | $314K | Hold |
3,359
| – | – | 0.11% | 118 |
|
|
2020
Q4 | $309K | Buy |
3,359
+14
| +0.4% | +$1.29K | 0.11% | 116 |
|
|
2020
Q3 | $324K | Sell |
3,345
-33
| -1% | -$3.2K | 0.13% | 100 |
|
|
2020
Q2 | $296K | Buy |
3,378
+78
| +2% | +$6.84K | 0.13% | 104 |
|
|
2020
Q1 | $291K | Sell |
3,300
-100
| -3% | -$8.82K | 0.16% | 97 |
|
|
2019
Q4 | $314K | Hold |
3,400
| – | – | 0.13% | 116 |
|
|
2019
Q3 | $323K | Hold |
3,400
| – | – | 0.14% | 113 |
|
|
2019
Q2 | $283K | Hold |
3,400
| – | – | 0.13% | 121 |
|
|
2019
Q1 | $269K | Sell |
3,400
-1,800
| -35% | -$142K | 0.12% | 124 |
|
|
2018
Q4 | $360K | Buy |
+5,200
| New | +$360K | 0.18% | 100 |
|