Trust Company’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 | $88K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $64.1K | Hold |
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|
2024
Q4 | $55.3K | Hold |
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|
2024
Q3 | $56.6K | Buy |
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|
2024
Q2 | $26.5K | Hold |
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|
2024
Q1 | $27.8K | Hold |
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|
2023
Q4 | $28.4K | Hold |
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|
2023
Q3 | $27.2K | Hold |
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|
2023
Q2 | $29.8K | Hold |
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|
2023
Q1 | $32K | Sell |
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|
2022
Q4 | $37K | Buy |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $5K | Sell |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $14K | Sell |
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|
2018
Q3 | $113K | Hold |
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|
2018
Q2 | $109K | Hold |
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|
2018
Q1 | $106K | Hold |
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|
2017
Q4 | $112K | Hold |
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|
2017
Q3 | $106K | Hold |
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $102K | Hold |
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|
2016
Q4 | $99K | Hold |
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|
2016
Q3 | $101K | Sell |
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|
2016
Q2 | $209K | Hold |
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|
2016
Q1 | $192K | Hold |
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|
2015
Q4 | $164K | Hold |
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|
2015
Q3 | $167K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Buy |
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