Wilmington Savings Fund Society’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 | $1.51M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $562K | Sell |
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|
2021
Q3 | $596K | Sell |
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|
2021
Q2 | $768K | Buy |
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|
2021
Q1 | $672K | Sell |
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|
2020
Q4 | $673K | Sell |
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|
2020
Q3 | $713K | Buy |
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|
2020
Q2 | $613K | Sell |
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|
2020
Q1 | $655K | Sell |
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|
2019
Q4 | $754K | Buy |
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|
2019
Q3 | $657K | Hold |
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|
2019
Q2 | $576K | Sell |
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|
2019
Q1 | $573K | Buy |
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|
2018
Q4 | $502K | Buy |
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|
2018
Q3 | $472K | Buy |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $385K | Buy |
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|
2017
Q4 | $380K | Sell |
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|
2017
Q3 | $2.05M | Sell |
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|
2017
Q2 | $2.55M | Buy |
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|
2017
Q1 | $201K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $227K | Sell |
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|
2016
Q1 | $228K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $219K | Buy |
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|
2015
Q1 | $218K | Hold |
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|
2014
Q4 | $232K | Buy |
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