TI-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
Q2 | $670K | Hold |
6,430
| – | – | 0.45% | 66 |
|
|
2025
Q1 | $701K | Hold |
6,430
| – | – | 0.46% | 57 |
|
|
2024
Q4 | $605K | Hold |
6,430
| – | – | 0.41% | 68 |
|
|
2024
Q3 | $618K | Hold |
6,430
| – | – | 0.44% | 67 |
|
|
2024
Q2 | $504K | Hold |
6,430
| – | – | 0.39% | 76 |
|
|
2024
Q1 | $528K | Hold |
6,430
| – | – | 0.39% | 75 |
|
|
2023
Q4 | $541K | Hold |
6,430
| – | – | 0.48% | 62 |
|
|
2023
Q3 | $518K | Hold |
6,430
| – | – | 0.49% | 59 |
|
|
2023
Q2 | $567K | Hold |
6,430
| – | – | 0.52% | 60 |
|
|
2023
Q1 | $610K | Hold |
6,430
| – | – | 0.57% | 50 |
|
|
2022
Q4 | $603K | Hold |
6,430
| – | – | 0.57% | 55 |
|
|
2022
Q3 | $575K | Hold |
6,430
| – | – | 0.62% | 48 |
|
|
2022
Q2 | $647K | Hold |
6,430
| – | – | 0.66% | 48 |
|
|
2022
Q1 | $642K | Sell |
6,430
-412
| -6% | -$41.1K | 0.58% | 54 |
|
|
2021
Q4 | $664K | Buy |
+6,842
| New | +$664K | 0.59% | 58 |
|
|
2019
Q4 | $714K | Buy |
+7,742
| New | +$714K | 0.7% | 42 |
|