Whittier Trust’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 | $40.7K | Hold |
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|
2025
Q2 | $37.4K | Hold |
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|
2025
Q1 | $39.1K | Hold |
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|
2024
Q4 | $33.8K | Sell |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $81.2K | Hold |
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|
2024
Q1 | $85K | Hold |
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|
2023
Q4 | $87.1K | Sell |
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|
2023
Q3 | $87.6K | Buy |
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|
2023
Q2 | $91.3K | Hold |
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|
2023
Q1 | $98.1K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $104K | Sell |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $109K | Sell |
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|
2021
Q1 | $129K | Sell |
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|
2020
Q4 | $156K | Sell |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $155K | Sell |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $219K | Buy |
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|
2019
Q3 | $135K | Buy |
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|
2019
Q2 | $111K | Sell |
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|
2019
Q1 | $106K | Buy |
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|
2018
Q4 | $92K | Hold |
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|
2018
Q3 | $89K | Hold |
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|
2018
Q2 | $86K | Sell |
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|
2018
Q1 | $91K | Hold |
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|
2017
Q4 | $97K | Hold |
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|
2017
Q3 | $91K | Hold |
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|
2017
Q2 | $89K | Hold |
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|
2017
Q1 | $89K | Buy |
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|
2016
Q4 | $78K | Buy |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $77K | Hold |
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|
2016
Q1 | $71K | Sell |
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|
2015
Q4 | $67K | Buy |
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|
2015
Q3 | $41K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $419K | Buy |
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