MAI Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $793K | Buy |
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|
2025
Q2 | $622K | Buy |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $628K | Buy |
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|
2024
Q1 | $580K | Buy |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $673K | Sell |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $428K | Sell |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $432K | Buy |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $300K | Buy |
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|
2018
Q3 | $289K | Sell |
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|
2018
Q2 | $340K | Buy |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $280K | Hold |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $258K | Buy |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $268K | Hold |
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|
2016
Q2 | $292K | Hold |
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|
2016
Q1 | $269K | Hold |
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|
2015
Q4 | $229K | Hold |
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|
2015
Q3 | $233K | Sell |
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|
2015
Q2 | $222K | Buy |
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|
2015
Q1 | $221K | Buy |
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