Glenview 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 | $256K | Hold |
2,453
| – | – | ﹤0.01% | 451 |
|
|
2025
Q1 | $267K | Sell |
2,453
-525
| -18% | -$57.2K | 0.01% | 423 |
|
|
2024
Q4 | $280K | Sell |
2,978
-142
| -5% | -$13.4K | 0.01% | 424 |
|
|
2024
Q3 | $300K | Buy |
3,120
+204
| +7% | +$19.6K | 0.01% | 411 |
|
|
2024
Q2 | $229K | Sell |
2,916
-656
| -18% | -$51.5K | ﹤0.01% | 437 |
|
|
2024
Q1 | $293K | Sell |
3,572
-122
| -3% | -$10K | 0.01% | 400 |
|
|
2023
Q4 | $311K | Buy |
+3,694
| New | +$311K | 0.01% | 395 |
|
|
2021
Q4 | – | Sell |
-2,285
| Closed | -$202K | – | 432 |
|
|
2021
Q3 | $202K | Sell |
2,285
-888
| -28% | -$78.5K | 0.01% | 398 |
|
|
2021
Q2 | $282K | Buy |
3,173
+55
| +2% | +$4.89K | 0.01% | 355 |
|
|
2021
Q1 | $292K | Sell |
3,118
-804
| -20% | -$75.3K | 0.01% | 340 |
|
|
2020
Q4 | $361K | Hold |
3,922
| – | – | 0.02% | 274 |
|
|
2020
Q3 | $380K | Buy |
3,922
+20
| +0.5% | +$1.94K | 0.02% | 253 |
|
|
2020
Q2 | $342K | Buy |
3,902
+479
| +14% | +$42K | 0.02% | 264 |
|
|
2020
Q1 | $302K | Buy |
3,423
+868
| +34% | +$76.6K | 0.02% | 263 |
|
|
2019
Q4 | $236K | Buy |
+2,555
| New | +$236K | 0.01% | 318 |
|