MWM
MBE Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
2,698
+1
| +0% | +$104 | 0.12% | 101 |
|
|
2025
Q1 | $294K | Buy |
2,697
+237
| +10% | +$25.8K | 0.14% | 89 |
|
|
2024
Q4 | $231K | Buy |
2,460
+205
| +9% | +$19.3K | 0.13% | 87 |
|
|
2024
Q3 | $217K | Buy |
+2,255
| New | +$217K | 0.12% | 92 |
|
|
2024
Q2 | – | Sell |
-2,662
| Closed | -$219K | – | 98 |
|
|
2024
Q1 | $219K | Hold |
2,662
| – | – | 0.14% | 77 |
|
|
2023
Q4 | $224K | Sell |
2,662
-22
| -0.8% | -$1.85K | 0.11% | 78 |
|
|
2023
Q3 | $216K | Buy |
2,684
+22
| +0.8% | +$1.77K | 0.12% | 70 |
|
|
2023
Q2 | $235K | Hold |
2,662
| – | – | 0.13% | 64 |
|
|
2023
Q1 | $252K | Hold |
2,662
| – | – | 0.15% | 63 |
|
|
2022
Q4 | $250K | Sell |
2,662
-487
| -15% | -$45.7K | 0.16% | 58 |
|
|
2022
Q3 | $282K | Hold |
3,149
| – | – | 0.21% | 46 |
|
|
2022
Q2 | $317K | Buy |
3,149
+508
| +19% | +$51.1K | 0.22% | 43 |
|
|
2022
Q1 | $264K | Buy |
2,641
+512
| +24% | +$51.2K | 0.16% | 53 |
|
|
2021
Q4 | $207K | Buy |
+2,129
| New | +$207K | 0.11% | 63 |
|
|
2021
Q2 | – | Sell |
-2,143
| Closed | -$201K | – | 70 |
|
|
2021
Q1 | $201K | Buy |
+2,143
| New | +$201K | 0.11% | 61 |
|
|
2020
Q2 | – | Sell |
-2,157
| Closed | -$190K | – | 520 |
|
|
2020
Q1 | $190K | Buy |
+2,157
| New | +$190K | 0.18% | 39 |
|