Sabal Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.89M | Hold |
17,320
| – | – | 0.1% | 111 |
|
|
2024
Q4 | $1.63M | Sell |
17,320
-9
| -0.1% | -$846 | 0.09% | 118 |
|
|
2024
Q3 | $1.67M | Buy |
17,329
+343
| +2% | +$33K | 0.09% | 111 |
|
|
2024
Q2 | $1.33M | Hold |
16,986
| – | – | 0.08% | 114 |
|
|
2024
Q1 | $1.39M | Sell |
16,986
-142
| -0.8% | -$11.7K | 0.08% | 105 |
|
|
2023
Q4 | $1.44M | Hold |
17,128
| – | – | 0.09% | 97 |
|
|
2023
Q3 | $1.38M | Sell |
17,128
-462
| -3% | -$37.2K | 0.09% | 91 |
|
|
2023
Q2 | $1.55M | Sell |
17,590
-370
| -2% | -$32.6K | 0.1% | 84 |
|
|
2023
Q1 | $1.7M | Buy |
17,960
+101
| +0.6% | +$9.57K | 0.12% | 65 |
|
|
2022
Q4 | $1.67M | Hold |
17,859
| – | – | 0.11% | 65 |
|
|
2022
Q3 | $1.6M | Hold |
17,859
| – | – | 0.12% | 64 |
|
|
2022
Q2 | $1.8M | Sell |
17,859
-17
| -0.1% | -$1.71K | 0.13% | 62 |
|
|
2022
Q1 | $1.78M | Buy |
17,876
+621
| +4% | +$62K | 0.12% | 62 |
|
|
2021
Q4 | $1.68M | Buy |
+17,255
| New | +$1.68M | 0.11% | 65 |
|