Tompkins Financial’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 | $229K | Hold |
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|
2025
Q2 | $208K | Hold |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $188K | Sell |
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|
2024
Q3 | $196K | Sell |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $201K | Hold |
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|
2023
Q3 | $192K | Hold |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $238K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Sell |
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|
2016
Q2 | $331K | Sell |
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|
2016
Q1 | $339K | Sell |
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|
2015
Q4 | $309K | Buy |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $302K | Hold |
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|
2014
Q4 | $322K | Hold |
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|
2014
Q3 | $263K | Hold |
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|
2014
Q2 | $287K | Buy |
|