UMB Bank’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 | $418K | Sell |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $196K | Sell |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $393K | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $487K | Hold |
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|
2020
Q2 | $487K | Sell |
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|
2020
Q1 | $493K | Buy |
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|
2019
Q4 | $514K | Buy |
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|
2019
Q3 | $396 | Buy |
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|
2019
Q2 | $341 | Buy |
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|
2019
Q1 | $322K | Sell |
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|
2018
Q4 | $285 | Sell |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $356K | Buy |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $338K | Hold |
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|
2017
Q3 | $319K | Sell |
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|
2017
Q2 | $415K | Hold |
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|
2017
Q1 | $410K | Sell |
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|
2016
Q4 | $436K | Buy |
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|
2016
Q3 | $404K | Hold |
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|
2016
Q2 | $442K | Buy |
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|
2016
Q1 | $365K | Buy |
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|
2015
Q4 | $308K | Buy |
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|
2015
Q3 | $305K | Hold |
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|
2015
Q2 | $263 | Buy |
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|
2015
Q1 | $233 | Hold |
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|
2014
Q4 | $248K | Buy |
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|
2014
Q3 | $202 | Hold |
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|
2014
Q2 | $220K | Hold |
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|
2014
Q1 | $219K | Buy |
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