FineMark National Bank & 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 | $1.15M | Buy |
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|
2025
Q2 | $843K | Sell |
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|
2025
Q1 | $885K | Buy |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $831K | Buy |
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|
2024
Q2 | $674K | Sell |
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|
2024
Q1 | $718K | Sell |
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|
2023
Q4 | $757K | Buy |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $793K | Buy |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $886K | Buy |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $538K | Sell |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $516K | Buy |
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|
2020
Q4 | $408K | Buy |
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|
2020
Q3 | $417K | Buy |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $395K | Sell |
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|
2019
Q3 | $421K | Sell |
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|
2019
Q2 | $661K | Buy |
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|
2019
Q1 | $510K | Sell |
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|
2018
Q4 | $449K | Buy |
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|
2018
Q3 | $431K | Sell |
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|
2018
Q2 | $687K | Buy |
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|
2018
Q1 | $648K | Buy |
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|
2017
Q4 | $450K | Hold |
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|
2017
Q3 | $425K | Buy |
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|
2017
Q2 | $402K | Sell |
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|
2017
Q1 | $407K | Buy |
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|
2016
Q4 | $373K | Buy |
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|
2016
Q3 | $379K | Sell |
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|
2016
Q2 | $418K | Sell |
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|
2016
Q1 | $395K | Sell |
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|
2015
Q4 | $351K | Buy |
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|
2015
Q3 | $335K | Sell |
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|
2015
Q2 | $294K | Buy |
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|
2015
Q1 | $278K | Sell |
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|
2014
Q4 | $343K | Sell |
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|
2014
Q3 | $300K | Buy |
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|
2014
Q2 | $293K | Buy |
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|
2014
Q1 | $286K | Buy |
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|
2013
Q4 | $224K | Sell |
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|
2013
Q3 | $223K | Hold |
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|
2013
Q2 | $226K | Buy |
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