First Interstate Bank’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,300
| Closed | -$216K | – | 185 |
|
|
2024
Q4 | $216K | Sell |
2,300
-225
| -9% | -$21.2K | 0.01% | 172 |
|
|
2024
Q3 | $243K | Buy |
+2,525
| New | +$243K | 0.01% | 162 |
|
|
2024
Q2 | – | Sell |
-2,525
| Closed | -$207K | – | 177 |
|
|
2024
Q1 | $207K | Sell |
2,525
-100
| -4% | -$8.21K | 0.01% | 162 |
|
|
2023
Q4 | $221K | Sell |
2,625
-354
| -12% | -$29.8K | 0.02% | 154 |
|
|
2023
Q3 | $240K | Hold |
2,979
| – | – | 0.02% | 155 |
|
|
2023
Q2 | $263K | Hold |
2,979
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $282K | Sell |
2,979
-25
| -0.8% | -$2.37K | 0.02% | 147 |
|
|
2022
Q4 | $282K | Sell |
3,004
-75
| -2% | -$7.04K | 0.02% | 156 |
|
|
2022
Q3 | $275K | Buy |
3,079
+354
| +13% | +$31.6K | 0.02% | 146 |
|
|
2022
Q2 | $274K | Buy |
+2,725
| New | +$274K | 0.02% | 141 |
|
|
2018
Q3 | – | Sell |
-55
| Closed | -$4K | – | 682 |
|
|
2018
Q2 | $4K | Sell |
55
-75
| -58% | -$5.46K | ﹤0.01% | 622 |
|
|
2018
Q1 | $8K | Sell |
130
-60
| -32% | -$3.69K | ﹤0.01% | 597 |
|
|
2017
Q4 | $13K | Hold |
190
| – | – | ﹤0.01% | 560 |
|
|
2017
Q3 | $12K | Buy |
190
+130
| +217% | +$8.21K | ﹤0.01% | 537 |
|
|
2017
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 628 |
|
|
2017
Q1 | – | Sell |
-321
| Closed | -$19K | – | 739 |
|
|
2016
Q4 | $19K | Buy |
+321
| New | +$19K | ﹤0.01% | 478 |
|