Greenleaf 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
Q3 | $811K | Sell |
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|
2025
Q2 | $798K | Sell |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $805K | Sell |
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|
2023
Q3 | $773K | Buy |
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|
2023
Q2 | $713K | Sell |
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|
2023
Q1 | $876K | Buy |
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|
2022
Q4 | $741K | Sell |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $800K | Sell |
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|
2021
Q4 | $852K | Sell |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $851K | Buy |
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|
2021
Q1 | $856K | Buy |
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|
2020
Q4 | $835K | Buy |
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|
2020
Q3 | $746K | Buy |
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|
2020
Q2 | $653K | Sell |
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|
2020
Q1 | $708K | Buy |
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|
2019
Q4 | $664K | Buy |
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|
2019
Q3 | $672K | Buy |
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|
2019
Q2 | $588K | Sell |
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|
2019
Q1 | $620K | Buy |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $460K | Sell |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $702K | Sell |
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|
2017
Q4 | $859K | Buy |
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|
2017
Q3 | $788K | Sell |
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|
2017
Q2 | $912K | Sell |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $1.44M | Buy |
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|
2016
Q3 | $1.45M | Sell |
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|
2016
Q2 | $1.78M | Sell |
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|
2016
Q1 | $1.69M | Sell |
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|
2015
Q4 | $1.47M | Sell |
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|
2015
Q3 | $1.53M | Sell |
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|
2015
Q2 | $1.36M | Buy |
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|
2015
Q1 | $1.36M | Buy |
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|
2014
Q4 | $1.39M | Hold |
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|
2014
Q3 | $1.13M | Hold |
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|
2014
Q2 | $1.24M | Sell |
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|
2014
Q1 | $1.33M | Sell |
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|
2013
Q4 | $1.21M | Sell |
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|
2013
Q3 | $1.18M | Sell |
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|
2013
Q2 | $7.79M | Buy |
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