MCM
Mattern Capital Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Buy |
84,753
+775
| +0.9% | +$80.8K | 1.06% | 45 |
|
|
2025
Q1 | $9.15M | Sell |
83,978
-4,452
| -5% | -$485K | 1.17% | 38 |
|
|
2024
Q4 | $8.32M | Sell |
88,430
-3,350
| -4% | -$315K | 1.08% | 52 |
|
|
2024
Q3 | $8.83M | Buy |
91,780
+130
| +0.1% | +$12.5K | 1.11% | 46 |
|
|
2024
Q2 | $7.19M | Buy |
91,650
+649
| +0.7% | +$50.9K | 0.99% | 65 |
|
|
2024
Q1 | $7.47M | Buy |
91,001
+13,446
| +17% | +$1.1M | 1.01% | 64 |
|
|
2023
Q4 | $6.53M | Buy |
77,555
+5,688
| +8% | +$479K | 0.95% | 71 |
|
|
2023
Q3 | $5.79M | Buy |
71,867
+7,169
| +11% | +$577K | 0.94% | 71 |
|
|
2023
Q2 | $5.71M | Buy |
64,698
+2,539
| +4% | +$224K | 0.93% | 73 |
|
|
2023
Q1 | $5.89M | Buy |
62,159
+2,611
| +4% | +$247K | 1.04% | 65 |
|
|
2022
Q4 | $5.58M | Buy |
59,548
+1,618
| +3% | +$152K | 1.03% | 64 |
|
|
2022
Q3 | $5.18M | Sell |
57,930
-57
| -0.1% | -$5.1K | 1.08% | 54 |
|
|
2022
Q2 | $5.84M | Sell |
57,987
-1,206
| -2% | -$121K | 1.15% | 45 |
|
|
2022
Q1 | $5.91M | Buy |
59,193
+1,346
| +2% | +$134K | 1.06% | 60 |
|
|
2021
Q4 | $5.62M | Buy |
57,847
+4,670
| +9% | +$453K | 0.98% | 66 |
|
|
2021
Q3 | $4.69M | Buy |
53,177
+2,252
| +4% | +$199K | 0.93% | 73 |
|
|
2021
Q2 | $4.53M | Buy |
50,925
+3,040
| +6% | +$270K | 0.9% | 74 |
|
|
2021
Q1 | $4.48M | Buy |
47,885
+4,686
| +11% | +$439K | 0.97% | 68 |
|
|
2020
Q4 | $3.98M | Buy |
43,199
+843
| +2% | +$77.6K | 0.94% | 74 |
|
|
2020
Q3 | $4.1M | Buy |
42,356
+460
| +1% | +$44.6K | 1.07% | 60 |
|
|
2020
Q2 | $3.67M | Buy |
41,896
+1,024
| +3% | +$89.7K | 1.07% | 62 |
|
|
2020
Q1 | $3.6M | Sell |
40,872
-1,306
| -3% | -$115K | 1.23% | 24 |
|
|
2019
Q4 | $3.89M | Buy |
+42,178
| New | +$3.89M | 1.08% | 50 |
|