City Holding Co’s WEC Energy WEC Stock Holding History

City Holding Co’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-55	Closed	-$5.99K	–	612
2025 Q1	$5.99K	Buy	+55	New	+$5.62K	﹤0.01%	551
2024 Q2	–	Sell	-66	Closed	-$5.42K	–	487
2024 Q1	$5.42K	Hold	66	–	–	﹤0.01%	434
2023 Q4	$5.55K	Hold	66	–	–	﹤0.01%	437
2023 Q3	$5.32K	Hold	66	–	–	﹤0.01%	438
2023 Q2	$5.82K	Buy	+66	New	+$6.1K	﹤0.01%	445
2020 Q1	–	Sell	-142	Closed	-$13K	–	505
2019 Q4	$13K	Hold	142	–	–	﹤0.01%	365
2019 Q3	$14K	Hold	142	–	–	﹤0.01%	360
2019 Q2	$12K	Hold	142	–	–	﹤0.01%	371
2019 Q1	$11K	Hold	142	–	–	﹤0.01%	371
2018 Q4	$10K	Hold	142	–	–	﹤0.01%	362
2018 Q3	$9K	Hold	142	–	–	﹤0.01%	395
2018 Q2	$9K	Hold	142	–	–	﹤0.01%	391
2018 Q1	$9K	Hold	142	–	–	﹤0.01%	405
2017 Q4	$9K	Sell	142 -137	-49%	-$9.19K	﹤0.01%	416
2017 Q3	$18K	Hold	279	–	–	0.01%	349
2017 Q2	$17K	Buy	279 +137	+96%	+$8.46K	0.01%	365
2017 Q1	$9K	Hold	142	–	–	﹤0.01%	409
2016 Q4	$8K	Hold	142	–	–	﹤0.01%	392
2016 Q3	$9K	Hold	142	–	–	﹤0.01%	381
2016 Q2	$9K	Hold	142	–	–	﹤0.01%	394
2016 Q1	$9K	Hold	142	–	–	﹤0.01%	363
2015 Q4	$7K	Hold	142	–	–	﹤0.01%	379
2015 Q3	$7K	Buy	+142	New	+$6.91K	﹤0.01%	375

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

City Holding Co's WEC Position: Q2 2025 in Review

City Holding Co sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 55 shares — an estimated $5.99K sold.

City Holding Co first reported a position in WEC in Q3 2015 and held it in 23 quarters. The position peaked at $18K in Q3 2017. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

City Holding Co reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
City Holding Co sold 55 WEC Energy shares in Q2 2025, an estimated $5.99K.
City Holding Co first reported a position in WEC Energy in Q3 2015 and held it in 23 quarters.
City Holding Co's WEC Energy position peaked at $18K in Q3 2017.
1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on City Holding Co's 13F filing for Q2 2025, filed 17 Jul 2025.