MPWS
WEC icon

McCarter Private Wealth Services’s WEC Energy WEC Stock Holding History

McCarter Private Wealth Services’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Hold
2,758
– – 0.16% 99
2025
Q1 		$301K Sell
2,758
-19
-0.7% -$2.07K 0.2% 81
2024
Q4 		$261K Hold
2,777
– – 0.17% 87
2024
Q3 		$267K Buy
+2,777
New +$267K 0.17% 84