Greenleaf 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 | $798K | Sell |
7,654
-555
| -7% | -$57.8K | 0.01% | 376 |
|
|
2025
Q1 | $895K | Buy |
8,209
+64
| +0.8% | +$6.98K | 0.01% | 355 |
|
|
2024
Q4 | $766K | Buy |
8,145
+342
| +4% | +$32.2K | 0.01% | 401 |
|
|
2024
Q3 | $750K | Sell |
7,803
-214
| -3% | -$20.6K | 0.01% | 410 |
|
|
2024
Q2 | $629K | Sell |
8,017
-355
| -4% | -$27.9K | 0.01% | 419 |
|
|
2024
Q1 | $688K | Sell |
8,372
-1,194
| -12% | -$98.1K | 0.01% | 383 |
|
|
2023
Q4 | $805K | Sell |
9,566
-31
| -0.3% | -$2.61K | 0.01% | 330 |
|
|
2023
Q3 | $773K | Buy |
9,597
+1,518
| +19% | +$122K | 0.01% | 318 |
|
|
2023
Q2 | $713K | Sell |
8,079
-1,162
| -13% | -$103K | 0.01% | 362 |
|
|
2023
Q1 | $876K | Buy |
9,241
+1,335
| +17% | +$127K | 0.01% | 310 |
|
|
2022
Q4 | $741K | Sell |
7,906
-1,189
| -13% | -$111K | 0.01% | 335 |
|
|
2022
Q3 | $813K | Buy |
9,095
+684
| +8% | +$61.1K | 0.01% | 279 |
|
|
2022
Q2 | $846K | Buy |
8,411
+398
| +5% | +$40K | 0.01% | 264 |
|
|
2022
Q1 | $800K | Sell |
8,013
-767
| -9% | -$76.6K | 0.01% | 291 |
|
|
2021
Q4 | $852K | Sell |
8,780
-476
| -5% | -$46.2K | 0.01% | 281 |
|
|
2021
Q3 | $816K | Sell |
9,256
-316
| -3% | -$27.9K | 0.01% | 267 |
|
|
2021
Q2 | $851K | Buy |
9,572
+423
| +5% | +$37.6K | 0.01% | 264 |
|
|
2021
Q1 | $856K | Buy |
9,149
+76
| +0.8% | +$7.11K | 0.01% | 238 |
|
|
2020
Q4 | $835K | Buy |
9,073
+1,375
| +18% | +$127K | 0.01% | 217 |
|
|
2020
Q3 | $746K | Buy |
7,698
+249
| +3% | +$24.1K | 0.01% | 216 |
|
|
2020
Q2 | $653K | Sell |
7,449
-579
| -7% | -$50.8K | 0.01% | 228 |
|
|
2020
Q1 | $708K | Buy |
8,028
+829
| +12% | +$73.1K | 0.01% | 172 |
|
|
2019
Q4 | $664K | Buy |
7,199
+137
| +2% | +$12.6K | 0.01% | 231 |
|
|
2019
Q3 | $672K | Buy |
7,062
+8
| +0.1% | +$761 | 0.01% | 221 |
|
|
2019
Q2 | $588K | Sell |
7,054
-780
| -10% | -$65K | 0.01% | 248 |
|
|
2019
Q1 | $620K | Buy |
7,834
+675
| +9% | +$53.4K | 0.01% | 223 |
|
|
2018
Q4 | $496K | Buy |
7,159
+273
| +4% | +$18.9K | 0.01% | 256 |
|
|
2018
Q3 | $460K | Sell |
6,886
-22
| -0.3% | -$1.47K | 0.01% | 300 |
|
|
2018
Q2 | $447K | Sell |
6,908
-4,283
| -38% | -$277K | 0.01% | 294 |
|
|
2018
Q1 | $702K | Sell |
11,191
-1,742
| -13% | -$109K | 0.01% | 187 |
|
|
2017
Q4 | $859K | Buy |
12,933
+377
| +3% | +$25K | 0.02% | 170 |
|
|
2017
Q3 | $788K | Sell |
12,556
-2,301
| -15% | -$144K | 0.02% | 173 |
|
|
2017
Q2 | $912K | Sell |
14,857
-8,448
| -36% | -$519K | 0.02% | 139 |
|
|
2017
Q1 | $1.41M | Sell |
23,305
-1,299
| -5% | -$78.8K | 0.03% | 92 |
|
|
2016
Q4 | $1.44M | Buy |
24,604
+369
| +2% | +$21.6K | 0.04% | 88 |
|
|
2016
Q3 | $1.45M | Sell |
24,235
-3,070
| -11% | -$184K | 0.04% | 81 |
|
|
2016
Q2 | $1.78M | Sell |
27,305
-873
| -3% | -$57K | 0.05% | 68 |
|
|
2016
Q1 | $1.69M | Sell |
28,178
-510
| -2% | -$30.6K | 0.05% | 68 |
|
|
2015
Q4 | $1.47M | Sell |
28,688
-715
| -2% | -$36.7K | 0.04% | 72 |
|
|
2015
Q3 | $1.54M | Sell |
29,403
-751
| -2% | -$39.2K | 0.05% | 58 |
|
|
2015
Q2 | $1.36M | Buy |
30,154
+2,620
| +10% | +$118K | 0.04% | 66 |
|
|
2015
Q1 | $1.36M | Buy |
27,534
+1,200
| +5% | +$59.4K | 0.04% | 67 |
|
|
2014
Q4 | $1.39M | Hold |
26,334
| – | – | 0.04% | 67 |
|
|
2014
Q3 | $1.13M | Hold |
26,334
| – | – | 0.04% | 73 |
|
|
2014
Q2 | $1.24M | Sell |
26,334
-2,165
| -8% | -$102K | 0.04% | 69 |
|
|
2014
Q1 | $1.33M | Sell |
28,499
-640
| -2% | -$29.8K | 0.04% | 67 |
|
|
2013
Q4 | $1.21M | Sell |
29,139
-150
| -0.5% | -$6.2K | 0.04% | 71 |
|
|
2013
Q3 | $1.18M | Sell |
29,289
-160,860
| -85% | -$6.5M | 0.04% | 66 |
|
|
2013
Q2 | $7.79M | Buy |
+190,149
| New | +$7.79M | 0.31% | 30 |
|