Caldwell Trust CO Wec Energy Group, Inc. Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Caldwell Trust CO holds 18,198 shares of WEC stock, worth $2.05 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,198

Previous 17,497 4.01%

Holding current value

$2.05 Million

Previous $1.82 Billion 14.38%

% of portfolio

0.19%

Previous 0.18%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$103.66 - $114.59 $72,665 - $80,327	701 Added 4.01%	18,198 $2.09 Billion
Q2 2025 Sep 22, 2025	BUY	$102.24 - $109.76 $1.79 Million - $1.92 Million	17,497 New	17,497 $1.82 Billion
Q1 2025 Sep 23, 2025	BUY	$92.12 - $108.98 $17,318 - $20,488	188 Added 1.07%	17,685 $1.93 Billion
Q4 2024 Sep 24, 2025	SELL	$92.94 - $101.82 $3,252 - $3,563	-35 Reduced 0.2%	17,897 $1.68 Billion
Q3 2024 Sep 24, 2025	SELL	$77.68 - $96.19 $72,242 - $89,456	-930 Reduced 4.93%	17,932 $1.72 Billion
Q2 2024 Sep 24, 2025	SELL	$77.8 - $85.58 $73,521 - $80,873	-945 Reduced 4.77%	18,862 $1.48 Billion
Q1 2024 Sep 24, 2025	BUY	$76.46 - $86.61 $176,622 - $200,069	2,310 Added 13.2%	19,807 $1.63 Billion
Q4 2023 Oct 01, 2025	SELL	$77.03 - $87.0 $46,988 - $53,070	-610 Reduced 2.69%	22,088 $1.86 Billion
Q3 2023 Oct 01, 2025	SELL	$79.88 - $92.54 $68,457 - $79,306	-857 Reduced 3.64%	22,698 $1.83 Billion
Q2 2023 Oct 01, 2025	SELL	$86.19 - $98.64 $51,627 - $59,085	-599 Reduced 2.48%	23,555 $2.08 Billion
Q1 2023 Oct 01, 2025	BUY	$86.57 - $98.21 $576,296 - $653,783	6,657 Added 38.05%	24,154 $2.29 Billion
Q4 2022 Oct 01, 2025	BUY	$84.3 - $99.14 $34,815 - $40,944	413 Added 1.78%	23,615 $2.21 Billion
Q3 2022 Oct 01, 2025	BUY	$89.43 - $107.65 $510,198 - $614,143	5,705 Added 32.61%	23,202 $2.07 Billion
Q2 2022 Oct 01, 2025	BUY	$90.37 - $108.28 $7,319 - $8,770	81 Added 0.35%	23,119 $2.33 Billion
Q1 2022 Oct 01, 2025	BUY	$88.34 - $100.29 $489,491 - $555,706	5,541 Added 31.67%	23,038 $2.3 Billion
Q4 2021 Oct 02, 2025	SELL	$86.93 - $98.36 $99,534 - $112,622	-1,145 Reduced 5.04%	21,555 $2.09 Billion
Q3 2021 Oct 02, 2025	BUY	$87.77 - $97.59 $62,667 - $69,679	714 Added 3.25%	22,700 $2 Billion
Q2 2021 Oct 02, 2025	BUY	$88.95 - $99.26 $101,403 - $113,156	1,140 Added 5.47%	21,986 $1.96 Billion
Q1 2021 Oct 02, 2025	BUY	$80.64 - $94.79 $270,063 - $317,451	3,349 Added 19.14%	20,846 $1.95 Billion
Q4 2020 Oct 02, 2025	BUY	$88.68 - $104.85 $33,077 - $39,109	373 Added 2.13%	17,870 $1.64 Billion
Q3 2020 Oct 02, 2025	SELL	$87.46 - $99.15 $71,279 - $80,807	-815 Reduced 4.28%	18,237 $1.77 Billion
Q2 2020 Oct 02, 2025	SELL	$83.52 - $100.34 $138,225 - $166,062	-1,655 Reduced 7.99%	19,052 $1.67 Billion
Q1 2020 Oct 02, 2025	BUY	$70.89 - $104.72 $227,556 - $336,151	3,210 Added 18.35%	20,707 $1.82 Billion
Q4 2019 Oct 06, 2025	BUY	$87.14 - $96.08 $307,778 - $339,354	3,532 Added 20.19%	21,029 $1.94 Billion

Others Institutions Holding WEC

# of Institutions

1,453

Shares Held

274M

Call Options Held

843K

Put Options Held

884K

View Full List

About WEC ENERGY GROUP, INC.

Ticker WEC
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 315,435,008
Market Cap $35.6B
Description
WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. The company operates through six segments: Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure, and Corporate and Other. It genera...

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Caldwell Trust CO Wec Energy Group, Inc. Transaction History