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
Q4 | $849K | Sell |
8,048
-2,019
| -20% | -$224K | 0.03% | 248 |
|
|
2025
Q3 | $1.15M | Buy |
10,067
+1,978
| +24% | +$214K | 0.04% | 218 |
|
|
2025
Q2 | $843K | Sell |
8,089
-28
| -0.3% | -$2.98K | 0.03% | 240 |
|
|
2025
Q1 | $885K | Buy |
8,117
+38
| +0.5% | +$3.88K | 0.03% | 227 |
|
|
2024
Q4 | $760K | Sell |
8,079
-559
| -6% | -$54.2K | 0.03% | 238 |
|
|
2024
Q3 | $831K | Buy |
8,638
+50
| +0.6% | +$4.43K | 0.03% | 236 |
|
|
2024
Q2 | $674K | Sell |
8,588
-150
| -2% | -$12.2K | 0.02% | 235 |
|
|
2024
Q1 | $718K | Sell |
8,738
-250
| -3% | -$20.1K | 0.03% | 235 |
|
|
2023
Q4 | $757K | Buy |
8,988
+52
| +0.6% | +$4.28K | 0.03% | 229 |
|
|
2023
Q3 | $720K | Sell |
8,936
-49
| -0.5% | -$4.26K | 0.03% | 227 |
|
|
2023
Q2 | $793K | Buy |
8,985
+136
| +2% | +$12.6K | 0.03% | 224 |
|
|
2023
Q1 | $839K | Sell |
8,849
-601
| -6% | -$55.6K | 0.04% | 210 |
|
|
2022
Q4 | $886K | Buy |
9,450
+3,866
| +69% | +$357K | 0.04% | 199 |
|
|
2022
Q3 | $499K | Hold |
5,584
| – | – | 0.02% | 254 |
|
|
2022
Q2 | $562K | Buy |
5,584
+25
| +0.4% | +$2.54K | 0.03% | 260 |
|
|
2022
Q1 | $555K | Buy |
5,559
+12
| +0.2% | +$1.13K | 0.02% | 269 |
|
|
2021
Q4 | $538K | Sell |
5,547
-33
| -0.6% | -$3.02K | 0.02% | 297 |
|
|
2021
Q3 | $492K | Sell |
5,580
-336
| -6% | -$31.5K | 0.02% | 285 |
|
|
2021
Q2 | $526K | Buy |
5,916
+407
| +7% | +$38.3K | 0.02% | 287 |
|
|
2021
Q1 | $516K | Buy |
5,509
+1,074
| +24% | +$93.6K | 0.02% | 282 |
|
|
2020
Q4 | $408K | Buy |
4,435
+136
| +3% | +$13.2K | 0.02% | 286 |
|
|
2020
Q3 | $417K | Buy |
4,299
+66
| +2% | +$6.15K | 0.02% | 262 |
|
|
2020
Q2 | $371K | Sell |
4,233
-115
| -3% | -$10.4K | 0.02% | 266 |
|
|
2020
Q1 | $383K | Buy |
4,348
+60
| +1% | +$5.77K | 0.02% | 247 |
|
|
2019
Q4 | $395K | Sell |
4,288
-141
| -3% | -$12.9K | 0.02% | 272 |
|
|
2019
Q3 | $421K | Sell |
4,429
-3,503
| -44% | -$316K | 0.02% | 266 |
|
|
2019
Q2 | $661K | Buy |
7,932
+1,483
| +23% | +$119K | 0.04% | 215 |
|
|
2019
Q1 | $510K | Sell |
6,449
-31
| -0.5% | -$2.3K | 0.03% | 225 |
|
|
2018
Q4 | $449K | Buy |
6,480
+31
| +0.5% | +$2.18K | 0.03% | 241 |
|
|
2018
Q3 | $431K | Sell |
6,449
-4,183
| -39% | -$279K | 0.03% | 238 |
|
|
2018
Q2 | $687K | Buy |
10,632
+297
| +3% | +$18.5K | 0.04% | 218 |
|
|
2018
Q1 | $648K | Buy |
10,335
+3,558
| +53% | +$221K | 0.04% | 216 |
|
|
2017
Q4 | $450K | Hold |
6,777
| – | – | 0.03% | 244 |
|
|
2017
Q3 | $425K | Buy |
6,777
+222
| +3% | +$14.2K | 0.03% | 257 |
|
|
2017
Q2 | $402K | Sell |
6,555
-166
| -2% | -$10.3K | 0.03% | 250 |
|
|
2017
Q1 | $407K | Buy |
6,721
+360
| +6% | +$21.2K | 0.03% | 248 |
|
|
2016
Q4 | $373K | Buy |
6,361
+36
| +0.6% | +$2.06K | 0.03% | 249 |
|
|
2016
Q3 | $379K | Sell |
6,325
-69
| -1% | -$4.31K | 0.04% | 246 |
|
|
2016
Q2 | $418K | Sell |
6,394
-185
| -3% | -$11.1K | 0.05% | 235 |
|
|
2016
Q1 | $395K | Sell |
6,579
-255
| -4% | -$14.3K | 0.05% | 229 |
|
|
2015
Q4 | $351K | Buy |
6,834
+412
| +6% | +$21K | 0.04% | 243 |
|
|
2015
Q3 | $335K | Sell |
6,422
-114
| -2% | -$5.54K | 0.05% | 253 |
|
|
2015
Q2 | $294K | Buy |
6,536
+910
| +16% | +$43.7K | 0.04% | 281 |
|
|
2015
Q1 | $278K | Sell |
5,626
-887
| -14% | -$46.4K | 0.04% | 290 |
|
|
2014
Q4 | $343K | Sell |
6,513
-469
| -7% | -$23K | 0.05% | 260 |
|
|
2014
Q3 | $300K | Buy |
6,982
+739
| +12% | +$32.8K | 0.05% | 267 |
|
|
2014
Q2 | $293K | Buy |
6,243
+105
| +2% | +$4.88K | 0.05% | 270 |
|
|
2014
Q1 | $286K | Buy |
6,138
+703
| +13% | +$30.3K | 0.05% | 263 |
|
|
2013
Q4 | $224K | Sell |
5,435
-90
| -2% | -$3.73K | 0.05% | 291 |
|
|
2013
Q3 | $223K | Hold |
5,525
| – | – | 0.06% | 284 |
|
|
2013
Q2 | $226K | Buy |
+5,525
| New | +$234K | 0.07% | 256 |
|
Other funds holding WEC
