First Bankers 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 | $257K | Sell |
2,465
-50
| -2% | -$5.21K | 0.1% | 128 |
|
|
2025
Q1 | $274K | Sell |
2,515
-237
| -9% | -$25.8K | 0.11% | 128 |
|
|
2024
Q4 | $259K | Hold |
2,752
| – | – | 0.1% | 125 |
|
|
2024
Q3 | $265K | Sell |
2,752
-165
| -6% | -$15.9K | 0.1% | 122 |
|
|
2024
Q2 | $229K | Buy |
2,917
+6
| +0.2% | +$471 | 0.09% | 121 |
|
|
2024
Q1 | $239K | Buy |
+2,911
| New | +$239K | 0.1% | 121 |
|
|
2023
Q3 | – | Sell |
-3,677
| Closed | -$324K | – | 119 |
|
|
2023
Q2 | $324K | Sell |
3,677
-638
| -15% | -$56.3K | 0.16% | 98 |
|
|
2023
Q1 | $409K | Buy |
4,315
+525
| +14% | +$49.8K | 0.21% | 89 |
|
|
2022
Q4 | $355K | Buy |
+3,790
| New | +$355K | 0.18% | 97 |
|