Trust Company of Vermont’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 | $124K | Buy |
1,188
+251
| +27% | +$26.2K | 0.01% | 398 |
|
|
2025
Q1 | $102K | Sell |
937
-35
| -4% | -$3.81K | 0.01% | 417 |
|
|
2024
Q4 | $91.4K | Buy |
972
+275
| +39% | +$25.9K | ﹤0.01% | 439 |
|
|
2024
Q3 | $67K | Buy |
697
+99
| +17% | +$9.52K | ﹤0.01% | 474 |
|
|
2024
Q2 | $46.9K | Sell |
598
-56
| -9% | -$4.39K | ﹤0.01% | 503 |
|
|
2024
Q1 | $53.7K | Buy |
654
+220
| +51% | +$18.1K | ﹤0.01% | 479 |
|
|
2023
Q4 | $36.5K | Sell |
434
-220
| -34% | -$18.5K | ﹤0.01% | 476 |
|
|
2023
Q3 | $52.7K | Hold |
654
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $57.7K | Sell |
654
-75
| -10% | -$6.62K | ﹤0.01% | 470 |
|
|
2023
Q1 | $69.1K | Buy |
729
+299
| +70% | +$28.3K | ﹤0.01% | 443 |
|
|
2022
Q4 | $40.3K | Hold |
430
| – | – | ﹤0.01% | 509 |
|
|
2022
Q3 | $38K | Hold |
430
| – | – | ﹤0.01% | 528 |
|
|
2022
Q2 | $43K | Buy |
+430
| New | +$43K | ﹤0.01% | 494 |
|
|
2022
Q1 | – | Sell |
-735
| Closed | -$72K | – | 743 |
|
|
2021
Q4 | $72K | Buy |
+735
| New | +$72K | ﹤0.01% | 445 |
|
|
2021
Q3 | – | Sell |
-735
| Closed | -$65K | – | 716 |
|
|
2021
Q2 | $65K | Hold |
735
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $68K | Hold |
735
| – | – | 0.01% | 431 |
|
|
2020
Q4 | $67K | Sell |
735
-97
| -12% | -$8.84K | 0.01% | 421 |
|
|
2020
Q3 | $81K | Sell |
832
-224
| -21% | -$21.8K | 0.01% | 383 |
|
|
2020
Q2 | $93K | Sell |
1,056
-161
| -13% | -$14.2K | 0.01% | 362 |
|
|
2020
Q1 | $107K | Buy |
1,217
+374
| +44% | +$32.9K | 0.01% | 351 |
|
|
2019
Q4 | $77K | Hold |
843
| – | – | 0.01% | 418 |
|
|
2019
Q3 | $81K | Buy |
843
+27
| +3% | +$2.59K | 0.01% | 425 |
|
|
2019
Q2 | $68K | Hold |
816
| – | – | 0.01% | 439 |
|
|
2019
Q1 | $64K | Sell |
816
-56
| -6% | -$4.39K | 0.01% | 448 |
|
|
2018
Q4 | $60K | Sell |
872
-99
| -10% | -$6.81K | 0.01% | 439 |
|
|
2018
Q3 | $65K | Sell |
971
-121
| -11% | -$8.1K | 0.01% | 471 |
|
|
2018
Q2 | $70K | Buy |
1,092
+127
| +13% | +$8.14K | 0.01% | 468 |
|
|
2018
Q1 | $61K | Hold |
965
| – | – | 0.01% | 466 |
|
|
2017
Q4 | $64K | Sell |
965
-276
| -22% | -$18.3K | 0.01% | 466 |
|
|
2017
Q3 | $78K | Sell |
1,241
-51
| -4% | -$3.21K | 0.01% | 437 |
|
|
2017
Q2 | $79K | Sell |
1,292
-445
| -26% | -$27.2K | 0.01% | 443 |
|
|
2017
Q1 | $106K | Buy |
1,737
+187
| +12% | +$11.4K | 0.01% | 388 |
|
|
2016
Q4 | $91K | Buy |
1,550
+800
| +107% | +$47K | 0.01% | 397 |
|
|
2016
Q3 | $45K | Hold |
750
| – | – | 0.01% | 443 |
|
|
2016
Q2 | $49K | Hold |
750
| – | – | 0.01% | 394 |
|
|
2016
Q1 | $45K | Sell |
750
-974
| -56% | -$58.4K | 0.01% | 404 |
|
|
2015
Q4 | $88K | Buy |
1,724
+974
| +130% | +$49.7K | 0.01% | 328 |
|
|
2015
Q3 | $39K | Sell |
750
-149
| -17% | -$7.75K | 0.01% | 434 |
|
|
2015
Q2 | $40K | Buy |
899
+370
| +70% | +$16.5K | 0.01% | 438 |
|
|
2015
Q1 | $26K | Hold |
529
| – | – | ﹤0.01% | 503 |
|
|
2014
Q4 | $28K | Hold |
529
| – | – | ﹤0.01% | 494 |
|
|
2014
Q3 | $23K | Hold |
529
| – | – | ﹤0.01% | 524 |
|
|
2014
Q2 | $25K | Buy |
529
+79
| +18% | +$3.73K | ﹤0.01% | 491 |
|
|
2014
Q1 | $21K | Hold |
450
| – | – | ﹤0.01% | 508 |
|
|
2013
Q4 | $19K | Hold |
450
| – | – | ﹤0.01% | 494 |
|
|
2013
Q3 | $18K | Hold |
450
| – | – | ﹤0.01% | 485 |
|
|
2013
Q2 | $18K | Buy |
+450
| New | +$18K | ﹤0.01% | 486 |
|