Trust Point Inc’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
2,186
+228
+12% +$23.8K 0.02% 356
2025
Q1
$213K Buy
+1,958
New +$213K 0.02% 428
2024
Q1
Sell
-9,568
Closed -$805K 548
2023
Q4
$805K Buy
+9,568
New +$805K 0.07% 167