WoodTrust Financial’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
Q2
$551K Hold
2025
Q1
$576K Sell
2024
Q4
$507K Buy
2024
Q3
$353K Hold
2024
Q2
$288K Hold
2024
Q1
$302 Buy
2022
Q2
Sell
2022
Q1
$245K Buy