NBT 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 | $104K | Hold |
994
| – | – | 0.01% | 420 |
|
2025
Q1 | $108K | Hold |
994
| – | – | 0.01% | 408 |
|
2024
Q4 | $93.5K | Sell |
994
-150
| -13% | -$14.1K | 0.01% | 430 |
|
2024
Q3 | $110K | Buy |
1,144
+240
| +27% | +$23.1K | 0.01% | 425 |
|
2024
Q2 | $70.7K | Hold |
904
| – | – | 0.01% | 390 |
|
2024
Q1 | $74.2K | Hold |
904
| – | – | 0.01% | 390 |
|
2023
Q4 | $76.1K | Buy |
+904
| New | +$76.1K | 0.01% | 389 |
|