B. Metzler seel. Sohn & Co’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2M | Sell |
148,845
-4,845
| -3% | -$544K | 0.16% | 77 |
|
|
2025
Q4 | $16.2M | Buy |
153,690
+54,720
| +55% | +$6.06M | 0.14% | 85 |
|
|
2025
Q3 | $11.3M | Sell |
98,970
-1,943
| -2% | -$211K | 0.1% | 103 |
|
|
2025
Q2 | $10.5M | Buy |
100,913
+1,466
| +1% | +$156K | 0.1% | 106 |
|
|
2025
Q1 | $10.8M | Sell |
99,447
-29,248
| -23% | -$2.99M | 0.11% | 95 |
|
|
2024
Q4 | $12.1M | Sell |
128,695
-600
| -0.5% | -$58.2K | 0.12% | 89 |
|
|
2024
Q3 | $12.4M | Buy |
129,295
+38,200
| +42% | +$3.39M | 0.12% | 100 |
|
|
2024
Q2 | $7.15M | Sell |
91,095
-38,529
| -30% | -$3.13M | 0.07% | 133 |
|
|
2024
Q1 | $10.6M | Buy |
129,624
+7,500
| +6% | +$603K | 0.12% | 101 |
|
|
2023
Q4 | $10.3M | Sell |
122,124
-9,227
| -7% | -$760K | 0.13% | 94 |
|
|
2023
Q3 | $10.6M | Sell |
131,351
-4,250
| -3% | -$369K | 0.16% | 78 |
|
|
2023
Q2 | $12M | Buy |
135,601
+15,800
| +13% | +$1.46M | 0.16% | 85 |
|
|
2023
Q1 | $11.4M | Buy |
119,801
+9,198
| +8% | +$852K | 0.18% | 86 |
|
|
2022
Q4 | $10.4M | Sell |
110,603
-7,933
| -7% | -$733K | 0.18% | 95 |
|
|
2022
Q3 | $10.6M | Buy |
118,536
+38,550
| +48% | +$3.94M | 0.19% | 81 |
|
|
2022
Q2 | $8.05M | Buy |
79,986
+19,700
| +33% | +$2M | 0.13% | 115 |
|
|
2022
Q1 | $6.02M | Buy |
60,286
+17,581
| +41% | +$1.66M | 0.08% | 162 |
|
|
2021
Q4 | $4.15M | Sell |
42,705
-3,492
| -8% | -$319K | 0.05% | 217 |
|
|
2021
Q3 | $4.08M | Buy |
46,197
+3,650
| +9% | +$342K | 0.06% | 190 |
|
|
2021
Q2 | $3.79M | Buy |
42,547
+8,382
| +25% | +$789K | 0.06% | 191 |
|
|
2021
Q1 | $3.2M | Buy |
34,165
+8,567
| +33% | +$747K | 0.05% | 213 |
|
|
2020
Q4 | $2.55M | Buy |
+25,598
| New | +$2.49M | 0.05% | 223 |
|
Other funds holding WEC
VCM
VPM
