Fiduciary 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 | $1.08M | Sell |
10,326
-791
| -7% | -$82.4K | 0.01% | 391 |
|
|
2025
Q1 | $1.21M | Buy |
11,117
+1,165
| +12% | +$127K | 0.02% | 349 |
|
|
2024
Q4 | $936K | Buy |
9,952
+1,509
| +18% | +$142K | 0.01% | 369 |
|
|
2024
Q3 | $812K | Sell |
8,443
-870
| -9% | -$83.7K | 0.01% | 400 |
|
|
2024
Q2 | $731K | Sell |
9,313
-100
| -1% | -$7.85K | 0.01% | 385 |
|
|
2024
Q1 | $773K | Sell |
9,413
-295
| -3% | -$24.2K | 0.01% | 387 |
|
|
2023
Q4 | $817K | Hold |
9,708
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $782K | Hold |
9,708
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $857K | Sell |
9,708
-578
| -6% | -$51K | 0.02% | 353 |
|
|
2023
Q1 | $975K | Hold |
10,286
| – | – | 0.02% | 332 |
|
|
2022
Q4 | $964K | Hold |
10,286
| – | – | 0.02% | 344 |
|
|
2022
Q3 | $919K | Hold |
10,286
| – | – | 0.02% | 340 |
|
|
2022
Q2 | $1.04M | Buy |
10,286
+385
| +4% | +$38.7K | 0.02% | 323 |
|
|
2022
Q1 | $988K | Buy |
9,901
+1,200
| +14% | +$120K | 0.02% | 352 |
|
|
2021
Q4 | $845K | Hold |
8,701
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $768K | Sell |
8,701
-21
| -0.2% | -$1.85K | 0.01% | 385 |
|
|
2021
Q2 | $775K | Sell |
8,722
-4,761
| -35% | -$423K | 0.02% | 378 |
|
|
2021
Q1 | $1.26M | Sell |
13,483
-493
| -4% | -$46.1K | 0.03% | 297 |
|
|
2020
Q4 | $1.29M | Sell |
13,976
-100
| -0.7% | -$9.2K | 0.03% | 289 |
|
|
2020
Q3 | $1.36M | Sell |
14,076
-109
| -0.8% | -$10.6K | 0.03% | 258 |
|
|
2020
Q2 | $1.24M | Sell |
14,185
-270
| -2% | -$23.7K | 0.03% | 254 |
|
|
2020
Q1 | $1.27M | Sell |
14,455
-707
| -5% | -$62.3K | 0.04% | 233 |
|
|
2019
Q4 | $1.4M | Hold |
15,162
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $1.44M | Buy |
15,162
+49
| +0.3% | +$4.66K | 0.04% | 234 |
|
|
2019
Q2 | $1.26M | Sell |
15,113
-1,260
| -8% | -$105K | 0.03% | 237 |
|
|
2019
Q1 | $1.29M | Sell |
16,373
-477
| -3% | -$37.7K | 0.03% | 226 |
|
|
2018
Q4 | $1.17M | Hold |
16,850
| – | – | 0.04% | 218 |
|
|
2018
Q3 | $1.13M | Sell |
16,850
-400
| -2% | -$26.7K | 0.03% | 239 |
|
|
2018
Q2 | $1.12M | Sell |
17,250
-5
| -0% | -$323 | 0.03% | 237 |
|
|
2018
Q1 | $1.08M | Buy |
17,255
+4,195
| +32% | +$263K | 0.03% | 241 |
|
|
2017
Q4 | $868K | Sell |
13,060
-5
| -0% | -$332 | 0.03% | 260 |
|
|
2017
Q3 | $821K | Sell |
13,065
-200
| -2% | -$12.6K | 0.03% | 270 |
|
|
2017
Q2 | $814K | Sell |
13,265
-212
| -2% | -$13K | 0.03% | 274 |
|
|
2017
Q1 | $817K | Sell |
13,477
-2,708
| -17% | -$164K | 0.03% | 282 |
|
|
2016
Q4 | $949K | Sell |
16,185
-11
| -0.1% | -$645 | 0.03% | 261 |
|
|
2016
Q3 | $970K | Sell |
16,196
-1,000
| -6% | -$59.9K | 0.03% | 257 |
|
|
2016
Q2 | $1.12M | Buy |
17,196
+2,850
| +20% | +$186K | 0.04% | 239 |
|
|
2016
Q1 | $861K | Buy |
14,346
+4
| +0% | +$240 | 0.03% | 279 |
|
|
2015
Q4 | $736K | Hold |
14,342
| – | – | 0.03% | 264 |
|
|
2015
Q3 | $749K | Sell |
14,342
-2,873
| -17% | -$150K | 0.03% | 245 |
|
|
2015
Q2 | $774K | Buy |
17,215
+400
| +2% | +$18K | 0.03% | 235 |
|
|
2015
Q1 | $832K | Hold |
16,815
| – | – | 0.03% | 227 |
|
|
2014
Q4 | $887K | Buy |
16,815
+950
| +6% | +$50.1K | 0.04% | 214 |
|
|
2014
Q3 | $683K | Buy |
15,865
+3,400
| +27% | +$146K | 0.03% | 220 |
|
|
2014
Q2 | $585K | Buy |
+12,465
| New | +$585K | 0.03% | 231 |
|