Oakworth Capital’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 | $92.7K | Hold |
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|
2025
Q2 | $84.3K | Hold |
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|
2025
Q1 | $88.2K | Hold |
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|
2024
Q4 | $76.1K | Sell |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $63.5K | Hold |
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|
2024
Q1 | $66.4K | Hold |
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|
2023
Q4 | $68.1K | Hold |
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|
2023
Q3 | $65.2K | Sell |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $162K | Hold |
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|
2022
Q4 | $160K | Hold |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $171K | Hold |
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|
2021
Q4 | $166K | Hold |
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|
2021
Q3 | $151K | Hold |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $160K | Hold |
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|
2020
Q4 | $157K | Hold |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $153K | Buy |
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|
2020
Q1 | $151K | Hold |
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|
2019
Q4 | $156K | Hold |
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|
2019
Q3 | $163K | Sell |
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|
2019
Q2 | $144K | Buy |
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|
2019
Q1 | $135K | Hold |
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|
2018
Q4 | $119K | Hold |
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|
2018
Q3 | $114K | Hold |
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|
2018
Q2 | $110K | Hold |
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|
2018
Q1 | $110K | Buy |
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|
2017
Q4 | $114K | Hold |
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|
2017
Q3 | $107K | Hold |
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|
2017
Q2 | $100K | Buy |
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|
2017
Q1 | $91K | Hold |
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|
2016
Q4 | $84K | Buy |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $36K | Hold |
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|
2016
Q1 | $36K | Sell |
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|
2015
Q4 | $41K | Buy |
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