MGWM
Marks Group Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
11,206
-1,261
| -10% | -$131K | 0.11% | 167 |
|
|
2025
Q1 | $1.36M | Sell |
12,467
-12
| -0.1% | -$1.31K | 0.13% | 155 |
|
|
2024
Q4 | $1.17M | Sell |
12,479
-285
| -2% | -$26.8K | 0.12% | 163 |
|
|
2024
Q3 | $1.23M | Sell |
12,764
-143
| -1% | -$13.8K | 0.12% | 165 |
|
|
2024
Q2 | $1.01M | Buy |
+12,907
| New | +$1.01M | 0.11% | 169 |
|
|
2023
Q1 | – | Sell |
-14,656
| Closed | -$1.37M | – | 294 |
|
|
2022
Q4 | $1.37M | Hold |
14,656
| – | – | 0.19% | 132 |
|
|
2022
Q3 | $1.31M | Hold |
14,656
| – | – | 0.2% | 133 |
|
|
2022
Q2 | $1.48M | Hold |
14,656
| – | – | 0.21% | 129 |
|
|
2022
Q1 | $1.46M | Hold |
14,656
| – | – | 0.18% | 127 |
|
|
2021
Q4 | $1.42M | Buy |
+14,656
| New | +$1.42M | 0.17% | 133 |
|