Morton Community 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
Q2 | $4.33M | Buy |
41,555
+1,290
| +3% | +$134K | 1.08% | 29 |
|
|
2025
Q1 | $4.39M | Buy |
40,265
+170
| +0.4% | +$18.5K | 1.15% | 21 |
|
|
2024
Q4 | $3.77M | Buy |
40,095
+570
| +1% | +$53.6K | 1% | 39 |
|
|
2024
Q3 | $3.8M | Sell |
39,525
-195
| -0.5% | -$18.8K | 0.99% | 44 |
|
|
2024
Q2 | $3.12M | Buy |
39,720
+2,370
| +6% | +$186K | 0.88% | 60 |
|
|
2024
Q1 | $3.07M | Buy |
37,350
+3,775
| +11% | +$310K | 0.88% | 55 |
|
|
2023
Q4 | $2.83M | Buy |
+33,575
| New | +$2.83M | 0.92% | 51 |
|