Summit Trail Advisors’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 | $1.02M | Buy |
9,798
+4,137
| +73% | +$431K | 0.02% | 470 |
|
|
2025
Q1 | $617K | Buy |
5,661
+1,015
| +22% | +$111K | 0.02% | 221 |
|
|
2024
Q4 | $437K | Buy |
4,646
+1,469
| +46% | +$138K | 0.02% | 239 |
|
|
2024
Q3 | $306K | Buy |
+3,177
| New | +$306K | 0.01% | 540 |
|
|
2023
Q3 | – | Sell |
-2,656
| Closed | -$234K | – | 580 |
|
|
2023
Q2 | $234K | Buy |
+2,656
| New | +$234K | 0.01% | 437 |
|
|
2018
Q1 | – | Sell |
-391
| Closed | -$25K | – | 1647 |
|
|
2017
Q4 | $25K | Buy |
+391
| New | +$25K | ﹤0.01% | 987 |
|