Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Buy |
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|
2025
Q2 | $606K | Sell |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $702K | Sell |
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|
2021
Q2 | $777K | Sell |
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|
2021
Q1 | $830K | Sell |
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|
2020
Q4 | $902K | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $984K | Buy |
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|
2020
Q1 | $752K | Sell |
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|
2019
Q4 | $815K | Buy |
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|
2019
Q3 | $793K | Sell |
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|
2019
Q2 | $695K | Buy |
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|
2019
Q1 | $657K | Sell |
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|
2018
Q4 | $601K | Sell |
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|
2018
Q3 | $616K | Sell |
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|
2018
Q2 | $628K | Sell |
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|
2018
Q1 | $620K | Sell |
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|
2017
Q4 | $704K | Sell |
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|
2017
Q3 | $666K | Sell |
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|
2017
Q2 | $667K | Buy |
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|
2017
Q1 | $627K | Sell |
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|
2016
Q4 | $936K | Sell |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $861K | Sell |
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|
2016
Q1 | $798K | Sell |
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|
2015
Q4 | $696K | Buy |
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|
2015
Q3 | $696K | Buy |
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|
2015
Q2 | $557K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $43K | Hold |
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|
2014
Q2 | $47K | Sell |
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|
2014
Q1 | $70K | Buy |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $20K | Hold |
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|
2013
Q2 | $21K | Buy |
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