Sumitomo Mitsui Trust Group’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 | $90.3M | Sell |
780,223
-25,028
| -3% | -$2.81M | 0.06% | 301 |
|
|
2025
Q4 | $84.9M | Sell |
805,251
-33,531
| -4% | -$3.71M | 0.05% | 328 |
|
|
2025
Q3 | $96.1M | Buy |
838,782
+3,839
| +0.5% | +$416K | 0.06% | 306 |
|
|
2025
Q2 | $87M | Buy |
834,943
+9,763
| +1% | +$1.04M | 0.05% | 324 |
|
|
2025
Q1 | $89.9M | Buy |
825,180
+4,035
| +0.5% | +$412K | 0.06% | 296 |
|
|
2024
Q4 | $77.2M | Sell |
821,145
-574
| -0.1% | -$55.7K | 0.05% | 341 |
|
|
2024
Q3 | $79M | Buy |
821,719
+7,274
| +0.9% | +$645K | 0.05% | 336 |
|
|
2024
Q2 | $63.9M | Sell |
814,445
-60,750
| -7% | -$4.93M | 0.05% | 374 |
|
|
2024
Q1 | $71.9M | Sell |
875,195
-22,034
| -2% | -$1.77M | 0.05% | 389 |
|
|
2023
Q4 | $75.5M | Sell |
897,229
-4,871
| -0.5% | -$401K | 0.06% | 357 |
|
|
2023
Q3 | $72.7M | Sell |
902,100
-14,367
| -2% | -$1.25M | 0.06% | 350 |
|
|
2023
Q2 | $80.9M | Sell |
916,467
-168,649
| -16% | -$15.6M | 0.06% | 331 |
|
|
2023
Q1 | $103M | Buy |
1,085,116
+2,143
| +0.2% | +$198K | 0.08% | 286 |
|
|
2022
Q4 | $102M | Sell |
1,082,973
-12,412
| -1% | -$1.15M | 0.08% | 284 |
|
|
2022
Q3 | $98M | Sell |
1,095,385
-21,578
| -2% | -$2.2M | 0.08% | 290 |
|
|
2022
Q2 | $112M | Buy |
1,116,963
+31,424
| +3% | +$3.19M | 0.09% | 271 |
|
|
2022
Q1 | $108M | Sell |
1,085,539
-13,680
| -1% | -$1.29M | 0.07% | 315 |
|
|
2021
Q4 | $107M | Buy |
1,099,219
+10,936
| +1% | +$1,000K | 0.06% | 322 |
|
|
2021
Q3 | $96M | Sell |
1,088,283
-54,296
| -5% | -$5.09M | 0.06% | 347 |
|
|
2021
Q2 | $102M | Sell |
1,142,579
-65,413
| -5% | -$6.16M | 0.06% | 353 |
|
|
2021
Q1 | $113M | Sell |
1,207,992
-46,483
| -4% | -$4.05M | 0.07% | 316 |
|
|
2020
Q4 | $115M | Sell |
1,254,475
-139,009
| -10% | -$13.5M | 0.07% | 302 |
|
|
2020
Q3 | $135M | Sell |
1,393,484
-60,479
| -4% | -$5.63M | 0.09% | 237 |
|
|
2020
Q2 | $127M | Sell |
1,453,963
-7,952
| -0.5% | -$717K | 0.09% | 240 |
|
|
2020
Q1 | $129M | Buy |
1,461,915
+66,280
| +5% | +$6.37M | 0.11% | 193 |
|
|
2019
Q4 | $129M | Sell |
1,395,635
-83,760
| -6% | -$7.64M | 0.1% | 214 |
|
|
2019
Q3 | $141M | Buy |
1,479,395
+110,198
| +8% | +$9.93M | 0.12% | 196 |
|
|
2019
Q2 | $114M | Sell |
1,369,197
-23,387
| -2% | -$1.88M | 0.1% | 224 |
|
|
2019
Q1 | $110M | Buy |
1,392,584
+24,452
| +2% | +$1.81M | 0.1% | 221 |
|
|
2018
Q4 | $94.4M | Buy |
1,368,132
+188,648
| +16% | +$13.2M | 0.1% | 216 |
|
|
2018
Q3 | $78.7M | Buy |
1,179,484
+24,590
| +2% | +$1.64M | 0.08% | 255 |
|
|
2018
Q2 | $74.7M | Buy |
1,154,894
+103,281
| +10% | +$6.42M | 0.09% | 257 |
|
|
2018
Q1 | $65.9M | Sell |
1,051,613
-66,044
| -6% | -$4.1M | 0.08% | 262 |
|
|
2017
Q4 | $74.2M | Buy |
1,117,657
+55,357
| +5% | +$3.71M | 0.1% | 232 |
|
|
2017
Q3 | $66.7M | Sell |
1,062,300
-13,216
| -1% | -$843K | 0.09% | 235 |
|
|
2017
Q2 | $66M | Buy |
1,075,516
+107,720
| +11% | +$6.65M | 0.1% | 233 |
|
|
2017
Q1 | $58.7M | Sell |
967,796
-14,719
| -1% | -$868K | 0.09% | 251 |
|
|
2016
Q4 | $57.6M | Sell |
982,515
-30,329
| -3% | -$1.74M | 0.09% | 252 |
|
|
2016
Q3 | $60.6M | Buy |
1,012,844
+16,746
| +2% | +$1.05M | 0.1% | 243 |
|
|
2016
Q2 | $65M | Buy |
996,098
+49,344
| +5% | +$2.97M | 0.11% | 221 |
|
|
2016
Q1 | $56.9M | Buy |
946,754
+57,423
| +6% | +$3.21M | 0.1% | 240 |
|
|
2015
Q4 | $46.5M | Buy |
889,331
+4,026
| +0.5% | +$205K | 0.08% | 273 |
|
|
2015
Q3 | $46.2M | Buy |
885,305
+104,648
| +13% | +$5.09M | 0.09% | 266 |
|
|
2015
Q2 | $35.1M | Buy |
780,657
+125,105
| +19% | +$6.01M | 0.06% | 353 |
|
|
2015
Q1 | $32.5M | Buy |
655,552
+56,943
| +10% | +$2.98M | 0.06% | 381 |
|
|
2014
Q4 | $32.2M | Sell |
598,609
-37,956
| -6% | -$1.86M | 0.06% | 358 |
|
|
2014
Q3 | $27.4M | Buy |
636,565
+8,209
| +1% | +$364K | 0.05% | 394 |
|
|
2014
Q2 | $29.5M | Sell |
628,356
-128
| -0% | -$5.95K | 0.06% | 376 |
|
|
2014
Q1 | $29.3M | Sell |
628,484
-1,488
| -0.2% | -$64.1K | 0.06% | 369 |
|
|
2013
Q4 | $26.1M | Buy |
629,972
+20,405
| +3% | +$847K | 0.05% | 406 |
|
|
2013
Q3 | $24.6M | Sell |
609,567
-4,214
| -0.7% | -$175K | 0.05% | 418 |
|
|
2013
Q2 | $25.2M | Buy |
+613,781
| New | +$26M | 0.06% | 388 |
|
Other funds holding WEC
VCM
VPM
