WhitTier Trust Company’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 | $5.83K | Buy |
56
+34
| +155% | +$3.54K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $2.4K | Buy |
+22
| New | +$2.4K | ﹤0.01% | 1266 |
|
|
2022
Q4 | – | Sell |
-8
| Closed | -$1K | – | 1217 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1076 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1109 |
|
|
2019
Q3 | – | Sell |
-158
| Closed | -$13K | – | 1015 |
|
|
2019
Q2 | $13K | Hold |
158
| – | – | ﹤0.01% | 795 |
|
|
2019
Q1 | $12K | Hold |
158
| – | – | ﹤0.01% | 809 |
|
|
2018
Q4 | $11K | Buy |
+158
| New | +$11K | ﹤0.01% | 829 |
|