Zurich Cantonal Bank’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 | $12.9M | Buy |
123,800
+36,158
| +41% | +$3.77M | 0.03% | 408 |
|
|
2025
Q1 | $9.55M | Hold |
87,642
| – | – | 0.03% | 462 |
|
|
2024
Q4 | $8.24M | Buy |
87,642
+14,466
| +20% | +$1.36M | 0.02% | 477 |
|
|
2024
Q3 | $7.04M | Buy |
73,176
+1,367
| +2% | +$131K | 0.02% | 495 |
|
|
2024
Q2 | $5.63M | Buy |
71,809
+8,636
| +14% | +$678K | 0.02% | 524 |
|
|
2024
Q1 | $5.19M | Buy |
63,173
+1,024
| +2% | +$84.1K | 0.02% | 541 |
|
|
2023
Q4 | $5.23M | Sell |
62,149
-981
| -2% | -$82.6K | 0.02% | 528 |
|
|
2023
Q3 | $5.09M | Sell |
63,130
-26
| -0% | -$2.09K | 0.02% | 503 |
|
|
2023
Q2 | $5.57M | Buy |
63,156
+2,623
| +4% | +$231K | 0.02% | 479 |
|
|
2023
Q1 | $5.74M | Buy |
60,533
+3,688
| +6% | +$350K | 0.03% | 463 |
|
|
2022
Q4 | $5.33M | Sell |
56,845
-2,665
| -4% | -$250K | 0.03% | 468 |
|
|
2022
Q3 | $5.32M | Buy |
59,510
+8,858
| +17% | +$792K | 0.03% | 453 |
|
|
2022
Q2 | $5.1M | Buy |
50,652
+1,094
| +2% | +$110K | 0.03% | 455 |
|
|
2022
Q1 | $4.95M | Buy |
49,558
+2,299
| +5% | +$229K | 0.02% | 515 |
|
|
2021
Q4 | $4.59M | Sell |
47,259
-5,567
| -11% | -$540K | 0.02% | 553 |
|
|
2021
Q3 | $4.66M | Sell |
52,826
-899
| -2% | -$79.3K | 0.03% | 535 |
|
|
2021
Q2 | $4.78M | Sell |
53,725
-21,467
| -29% | -$1.91M | 0.03% | 503 |
|
|
2021
Q1 | $7.04M | Sell |
75,192
-1,460
| -2% | -$137K | 0.04% | 395 |
|
|
2020
Q4 | $7.05M | Sell |
76,652
-8,581
| -10% | -$790K | 0.04% | 395 |
|
|
2020
Q3 | $8.26M | Buy |
85,233
+8,265
| +11% | +$801K | 0.06% | 301 |
|
|
2020
Q2 | $6.75M | Buy |
76,968
+11,423
| +17% | +$1M | 0.06% | 313 |
|
|
2020
Q1 | $5.78M | Sell |
65,545
-2,914
| -4% | -$257K | 0.05% | 339 |
|
|
2019
Q4 | $6.31M | Sell |
68,459
-10,501
| -13% | -$969K | 0.05% | 378 |
|
|
2019
Q3 | $7.51M | Buy |
78,960
+2,894
| +4% | +$275K | 0.06% | 325 |
|
|
2019
Q2 | $6.34M | Sell |
76,066
-6,267
| -8% | -$523K | 0.05% | 369 |
|
|
2019
Q1 | $6.51M | Buy |
82,333
+1,507
| +2% | +$119K | 0.06% | 342 |
|
|
2018
Q4 | $5.6M | Sell |
80,826
-2,958
| -4% | -$205K | 0.06% | 356 |
|
|
2018
Q3 | $5.59M | Sell |
83,784
-1,009
| -1% | -$67.4K | 0.05% | 396 |
|
|
2018
Q2 | $5.48M | Buy |
84,793
+3,113
| +4% | +$201K | 0.05% | 396 |
|
|
2018
Q1 | $5.12M | Sell |
81,680
-7,500
| -8% | -$470K | 0.05% | 410 |
|
|
2017
Q4 | $5.92M | Sell |
89,180
-16,085
| -15% | -$1.07M | 0.05% | 374 |
|
|
2017
Q3 | $6.61M | Sell |
105,265
-71,148
| -40% | -$4.47M | 0.06% | 354 |
|
|
2017
Q2 | $10.8M | Sell |
176,413
-20,294
| -10% | -$1.25M | 0.11% | 216 |
|
|
2017
Q1 | $11.9M | Sell |
196,707
-40,000
| -17% | -$2.43M | 0.12% | 198 |
|
|
2016
Q4 | $13.9M | Sell |
236,707
-180,326
| -43% | -$10.6M | 0.14% | 159 |
|
|
2016
Q3 | $25M | Buy |
417,033
+57,968
| +16% | +$3.47M | 0.26% | 85 |
|
|
2016
Q2 | $23.4M | Buy |
359,065
+117,247
| +48% | +$7.66M | 0.31% | 72 |
|
|
2016
Q1 | $14.5M | Sell |
241,818
-12,050
| -5% | -$724K | 0.18% | 119 |
|
|
2015
Q4 | $13M | Buy |
253,868
+131,664
| +108% | +$6.76M | 0.16% | 132 |
|
|
2015
Q3 | $6.38M | Buy |
122,204
+55,295
| +83% | +$2.89M | 0.09% | 209 |
|
|
2015
Q2 | $539K | Buy |
66,909
+15,050
| +29% | +$121K | 0.01% | 833 |
|
|
2015
Q1 | $2.57M | Sell |
51,859
-2,524
| -5% | -$125K | 0.04% | 457 |
|
|
2014
Q4 | $2.87M | Buy |
54,383
+13,554
| +33% | +$715K | 0.09% | 285 |
|
|
2014
Q3 | $1.76M | Buy |
40,829
+25,000
| +158% | +$1.08M | 0.06% | 387 |
|
|
2014
Q2 | $743K | Hold |
15,829
| – | – | 0.02% | 630 |
|
|
2014
Q1 | $737K | Buy |
15,829
+2,775
| +21% | +$129K | 0.02% | 593 |
|
|
2013
Q4 | $540K | Buy |
13,054
+718
| +6% | +$29.7K | 0.02% | 612 |
|
|
2013
Q3 | $498K | Buy |
12,336
+1,278
| +12% | +$51.6K | 0.02% | 606 |
|
|
2013
Q2 | $453K | Buy |
+11,058
| New | +$453K | 0.02% | 599 |
|