TF
Tompkins Financial’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
2,000
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $218K | Hold |
2,000
| – | – | 0.02% | 183 |
|
|
2024
Q4 | $188K | Sell |
2,000
-34
| -2% | -$3.2K | 0.02% | 191 |
|
|
2024
Q3 | $196K | Sell |
2,034
-1,851
| -48% | -$178K | 0.02% | 198 |
|
|
2024
Q2 | $305K | Hold |
3,885
| – | – | 0.03% | 159 |
|
|
2024
Q1 | $319K | Buy |
3,885
+1,500
| +63% | +$123K | 0.04% | 156 |
|
|
2023
Q4 | $201K | Hold |
2,385
| – | – | 0.02% | 195 |
|
|
2023
Q3 | $192K | Hold |
2,385
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $210K | Hold |
2,385
| – | – | 0.03% | 172 |
|
|
2023
Q1 | $226K | Sell |
2,385
-1
| -0% | -$95 | 0.04% | 165 |
|
|
2022
Q4 | $224K | Sell |
2,386
-329
| -12% | -$30.9K | 0.04% | 163 |
|
|
2022
Q3 | $243K | Buy |
2,715
+329
| +14% | +$29.4K | 0.04% | 154 |
|
|
2022
Q2 | $240K | Hold |
2,386
| – | – | 0.04% | 162 |
|
|
2022
Q1 | $238K | Buy |
+2,386
| New | +$238K | 0.03% | 173 |
|
|
2018
Q1 | – | Sell |
-46
| Closed | -$3K | – | 444 |
|
|
2017
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 365 |
|
|
2017
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 390 |
|
|
2017
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 349 |
|
|
2017
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 341 |
|
|
2016
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 353 |
|
|
2016
Q3 | $3K | Sell |
46
-5,030
| -99% | -$328K | ﹤0.01% | 359 |
|
|
2016
Q2 | $331K | Sell |
5,076
-564
| -10% | -$36.8K | 0.1% | 126 |
|
|
2016
Q1 | $339K | Sell |
5,640
-385
| -6% | -$23.1K | 0.11% | 125 |
|
|
2015
Q4 | $309K | Buy |
6,025
+564
| +10% | +$28.9K | 0.1% | 139 |
|
|
2015
Q3 | $285K | Buy |
+5,461
| New | +$285K | 0.09% | 138 |
|
|
2015
Q2 | – | Sell |
-6,110
| Closed | -$302K | – | 546 |
|
|
2015
Q1 | $302K | Hold |
6,110
| – | – | 0.08% | 141 |
|
|
2014
Q4 | $322K | Hold |
6,110
| – | – | 0.08% | 137 |
|
|
2014
Q3 | $263K | Hold |
6,110
| – | – | 0.07% | 146 |
|
|
2014
Q2 | $287K | Buy |
+6,110
| New | +$287K | 0.07% | 144 |
|