Deseret Mutual Benefit Administrators’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 | $50.9K | Hold |
488
| – | – | 0.02% | 299 |
|
|
2025
Q1 | $53.2K | Hold |
488
| – | – | 0.03% | 285 |
|
|
2024
Q4 | $45.9K | Hold |
488
| – | – | 0.02% | 310 |
|
|
2024
Q3 | $46.9K | Buy |
488
+63
| +15% | +$6.06K | 0.02% | 312 |
|
|
2024
Q2 | $33.3K | Hold |
425
| – | – | 0.02% | 350 |
|
|
2024
Q1 | $34.9K | Hold |
425
| – | – | 0.02% | 341 |
|
|
2023
Q4 | $35.8K | Sell |
425
-111
| -21% | -$9.34K | 0.02% | 324 |
|
|
2023
Q3 | $43.2K | Sell |
536
-24
| -4% | -$1.93K | 0.02% | 318 |
|
|
2023
Q2 | $49.4K | Hold |
560
| – | – | 0.02% | 321 |
|
|
2023
Q1 | $53.1K | Hold |
560
| – | – | 0.02% | 295 |
|
|
2022
Q4 | $52.5K | Sell |
560
-475
| -46% | -$44.5K | 0.02% | 293 |
|
|
2022
Q3 | $93K | Sell |
1,035
-245
| -19% | -$22K | 0.03% | 294 |
|
|
2022
Q2 | $129K | Hold |
1,280
| – | – | 0.03% | 288 |
|
|
2022
Q1 | $128K | Sell |
1,280
-173
| -12% | -$17.3K | 0.03% | 312 |
|
|
2021
Q4 | $141K | Buy |
1,453
+123
| +9% | +$11.9K | 0.02% | 316 |
|
|
2021
Q3 | $117K | Sell |
1,330
-176
| -12% | -$15.5K | 0.02% | 338 |
|
|
2021
Q2 | $134K | Buy |
+1,506
| New | +$134K | 0.03% | 296 |
|