Banque Cantonale Vaudoise’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
3,790
+15
| +0.4% | +$1.56K | 0.02% | 466 |
|
|
2025
Q1 | $411K | Buy |
+3,775
| New | +$411K | 0.02% | 479 |
|
|
2024
Q3 | – | Sell |
-11,574
| Closed | -$908K | – | 1022 |
|
|
2024
Q2 | $908K | Buy |
11,574
+3,194
| +38% | +$251K | 0.04% | 357 |
|
|
2024
Q1 | $688K | Hold |
8,380
| – | – | 0.03% | 396 |
|
|
2023
Q4 | $705K | Hold |
8,380
| – | – | 0.03% | 395 |
|
|
2023
Q3 | $675K | Sell |
8,380
-1,443
| -15% | -$116K | 0.03% | 403 |
|
|
2023
Q2 | $867K | Buy |
9,823
+4,000
| +69% | +$353K | 0.04% | 380 |
|
|
2023
Q1 | $552K | Hold |
5,823
| – | – | 0.03% | 431 |
|
|
2022
Q4 | $546K | Sell |
5,823
-7,000
| -55% | -$656K | 0.03% | 428 |
|
|
2022
Q3 | $1.15M | Hold |
12,823
| – | – | 0.07% | 292 |
|
|
2022
Q2 | $1.29M | Buy |
12,823
+4,800
| +60% | +$483K | 0.07% | 288 |
|
|
2022
Q1 | $800K | Sell |
8,023
-26,555
| -77% | -$2.65M | 0.03% | 439 |
|
|
2021
Q4 | $3.36M | Hold |
34,578
| – | – | 0.13% | 148 |
|
|
2021
Q3 | $3.05M | Sell |
34,578
-900
| -3% | -$79.4K | 0.13% | 155 |
|
|
2021
Q2 | $3.16M | Sell |
35,478
-10,282
| -22% | -$915K | 0.14% | 153 |
|
|
2021
Q1 | $4.28M | Buy |
45,760
+7,400
| +19% | +$693K | 0.22% | 96 |
|
|
2020
Q4 | $3.53M | Sell |
38,360
-3,657
| -9% | -$337K | 0.2% | 105 |
|
|
2020
Q3 | $4.07M | Sell |
42,017
-2,100
| -5% | -$203K | 0.26% | 74 |
|
|
2020
Q2 | $3.87M | Buy |
44,117
+30,700
| +229% | +$2.69M | 0.28% | 72 |
|
|
2020
Q1 | $1.18M | Buy |
13,417
+2,000
| +18% | +$176K | 0.1% | 211 |
|
|
2019
Q4 | $1.05M | Buy |
+11,417
| New | +$1.05M | 0.07% | 285 |
|