Ziegler Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $306K | Sell |
3,729
-510
| -12% | -$41.9K | 0.01% | 372 |
|
|
2023
Q4 | $357K | Hold |
4,239
| – | – | 0.02% | 374 |
|
|
2023
Q3 | $341K | Hold |
4,239
| – | – | 0.01% | 366 |
|
|
2023
Q2 | $374K | Hold |
4,239
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $402K | Hold |
4,239
| – | – | 0.02% | 363 |
|
|
2022
Q4 | $397K | Hold |
4,239
| – | – | 0.02% | 357 |
|
|
2022
Q3 | $379K | Hold |
4,239
| – | – | 0.02% | 357 |
|
|
2022
Q2 | $427K | Buy |
+4,239
| New | +$427K | 0.02% | 354 |
|
|
2020
Q3 | – | Sell |
-4,714
| Closed | -$413K | – | 459 |
|
|
2020
Q2 | $413K | Sell |
4,714
-5,692
| -55% | -$499K | 0.01% | 389 |
|
|
2020
Q1 | $918K | Buy |
+10,406
| New | +$918K | 0.02% | 373 |
|