Haverford Trust Company’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $676K | Buy |
5,842
+1,248
| +27% | +$140K | 0.01% | 265 |
|
|
2025
Q4 | $484K | Buy |
4,594
+17
| +0.4% | +$1.88K | ﹤0.01% | 299 |
|
|
2025
Q3 | $524K | Sell |
4,577
-58
| -1% | -$6.29K | ﹤0.01% | 281 |
|
|
2025
Q2 | $483K | Sell |
4,635
-148
| -3% | -$15.7K | ﹤0.01% | 303 |
|
|
2025
Q1 | $521K | Buy |
4,783
+41
| +0.9% | +$4.19K | 0.01% | 279 |
|
|
2024
Q4 | $446K | Sell |
4,742
-99
| -2% | -$9.6K | ﹤0.01% | 307 |
|
|
2024
Q3 | $466K | Buy |
4,841
+557
| +13% | +$49.4K | ﹤0.01% | 314 |
|
|
2024
Q2 | $336K | Buy |
4,284
+110
| +3% | +$8.94K | ﹤0.01% | 343 |
|
|
2024
Q1 | $343K | Buy |
4,174
+719
| +21% | +$57.8K | ﹤0.01% | 326 |
|
|
2023
Q4 | $291K | Buy |
3,455
+190
| +6% | +$15.6K | ﹤0.01% | 329 |
|
|
2023
Q3 | $263K | Hold |
3,265
| – | – | ﹤0.01% | 327 |
|
|
2023
Q2 | $288K | Sell |
3,265
-1,090
| -25% | -$101K | ﹤0.01% | 317 |
|
|
2023
Q1 | $413K | Buy |
4,355
+1,175
| +37% | +$109K | ﹤0.01% | 284 |
|
|
2022
Q4 | $298K | Hold |
3,180
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $284K | Hold |
3,180
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $320K | Hold |
3,180
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $317K | Sell |
3,180
-922
| -22% | -$87.1K | ﹤0.01% | 301 |
|
|
2021
Q4 | $398K | Sell |
4,102
-264
| -6% | -$24.1K | ﹤0.01% | 282 |
|
|
2021
Q3 | $385K | Buy |
4,366
+2,707
| +163% | +$254K | ﹤0.01% | 281 |
|
|
2021
Q2 | $148K | Buy |
+1,659
| New | +$156K | ﹤0.01% | 356 |
|
|
2018
Q4 | – | Sell |
-3,484
| Closed | -$233K | – | 299 |
|
|
2018
Q3 | $233K | Hold |
3,484
| – | – | ﹤0.01% | 273 |
|
|
2018
Q2 | $225K | Sell |
3,484
-3
| -0.1% | -$186 | ﹤0.01% | 271 |
|
|
2018
Q1 | $219K | Buy |
3,487
+443
| +15% | +$27.5K | ﹤0.01% | 280 |
|
|
2017
Q4 | $202K | Buy |
+3,044
| New | +$204K | ﹤0.01% | 280 |
|
Other funds holding WEC
VCM
VPM
