DZ Bank’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
4,778
-4,005
| -46% | -$417K | ﹤0.01% | 724 |
|
|
2025
Q1 | $957K | Sell |
8,783
-21,848
| -71% | -$2.38M | ﹤0.01% | 661 |
|
|
2024
Q4 | $2.88M | Sell |
30,631
-243,542
| -89% | -$22.9M | ﹤0.01% | 495 |
|
|
2024
Q3 | $26.4M | Sell |
274,173
-1,898
| -0.7% | -$183K | 0.03% | 229 |
|
|
2024
Q2 | $21.7M | Buy |
276,071
+25,220
| +10% | +$1.98M | 0.02% | 224 |
|
|
2024
Q1 | $20.6M | Sell |
250,851
-76,564
| -23% | -$6.29M | 0.02% | 229 |
|
|
2023
Q4 | $27.6M | Buy |
327,415
+24,000
| +8% | +$2.02M | 0.03% | 205 |
|
|
2023
Q3 | $24.4M | Sell |
303,415
-127,000
| -30% | -$10.2M | 0.03% | 209 |
|
|
2023
Q2 | $38M | Buy |
430,415
+27,275
| +7% | +$2.41M | 0.06% | 166 |
|
|
2023
Q1 | $38.2M | Buy |
403,140
+261,853
| +185% | +$24.8M | 0.06% | 170 |
|
|
2022
Q4 | $13.2M | Sell |
141,287
-55,000
| -28% | -$5.16M | 0.02% | 290 |
|
|
2022
Q3 | $17.6M | Buy |
196,287
+181,842
| +1,259% | +$16.3M | 0.03% | 222 |
|
|
2022
Q2 | $1.45M | Sell |
14,445
-37,922
| -72% | -$3.81M | ﹤0.01% | 645 |
|
|
2022
Q1 | $5.23M | Sell |
52,367
-1,203
| -2% | -$120K | 0.01% | 466 |
|
|
2021
Q4 | $5.2M | Buy |
53,570
+2,627
| +5% | +$255K | 0.01% | 478 |
|
|
2021
Q3 | $4.49M | Sell |
50,943
-1,332
| -3% | -$117K | 0.01% | 488 |
|
|
2021
Q2 | $4.65M | Buy |
52,275
+9,918
| +23% | +$882K | 0.01% | 474 |
|
|
2021
Q1 | $3.96M | Sell |
42,357
-8,351
| -16% | -$782K | 0.01% | 476 |
|
|
2020
Q4 | $4.64M | Sell |
50,708
-10,358
| -17% | -$947K | 0.01% | 417 |
|
|
2020
Q3 | $5.92M | Buy |
61,066
+36,142
| +145% | +$3.5M | 0.01% | 341 |
|
|
2020
Q2 | $2.18M | Sell |
24,924
-382,254
| -94% | -$33.5M | 0.01% | 445 |
|
|
2020
Q1 | $35.9M | Sell |
407,178
-15,516
| -4% | -$1.37M | 0.12% | 117 |
|
|
2019
Q4 | $39M | Sell |
422,694
-246,990
| -37% | -$22.8M | 0.1% | 131 |
|
|
2019
Q3 | $63.7M | Buy |
669,684
+55,333
| +9% | +$5.26M | 0.19% | 96 |
|
|
2019
Q2 | $51.2M | Sell |
614,351
-64,203
| -9% | -$5.35M | 0.16% | 104 |
|
|
2019
Q1 | $53.7M | Sell |
678,554
-15,207
| -2% | -$1.2M | 0.17% | 99 |
|
|
2018
Q4 | $47.9M | Buy |
693,761
+131,756
| +23% | +$9.09M | 0.19% | 109 |
|
|
2018
Q3 | $37.5M | Buy |
562,005
+31,600
| +6% | +$2.11M | 0.13% | 148 |
|
|
2018
Q2 | $34.3M | Sell |
530,405
-310,503
| -37% | -$20.1M | 0.13% | 155 |
|
|
2018
Q1 | $52.7M | Buy |
840,908
+277,608
| +49% | +$17.4M | 0.2% | 120 |
|
|
2017
Q4 | $37.4M | Buy |
563,300
+75,500
| +15% | +$5.02M | 0.14% | 144 |
|
|
2017
Q3 | $30.6M | Buy |
487,800
+411,730
| +541% | +$25.8M | 0.13% | 162 |
|
|
2017
Q2 | $4.67M | Buy |
76,070
+5,570
| +8% | +$342K | 0.02% | 351 |
|
|
2017
Q1 | $4.28M | Sell |
70,500
-7,304
| -9% | -$443K | 0.02% | 363 |
|
|
2016
Q4 | $4.56M | Buy |
+77,804
| New | +$4.56M | 0.02% | 339 |
|