Sanibel Captiva Trust Company’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 | $432K | Buy |
4,144
+132
| +3% | +$13.8K | 0.01% | 299 |
|
|
2025
Q1 | $437K | Hold |
4,012
| – | – | 0.01% | 289 |
|
|
2024
Q4 | $377K | Sell |
4,012
-121
| -3% | -$11.4K | 0.01% | 308 |
|
|
2024
Q3 | $398K | Buy |
4,133
+1,182
| +40% | +$114K | 0.01% | 294 |
|
|
2024
Q2 | $232K | Sell |
2,951
-1,051
| -26% | -$82.5K | 0.01% | 340 |
|
|
2024
Q1 | $329K | Buy |
4,002
+51
| +1% | +$4.19K | 0.01% | 307 |
|
|
2023
Q4 | $333K | Buy |
+3,951
| New | +$333K | 0.01% | 283 |
|