McDonald Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Sell |
8,573
-224
| -3% | -$23.5K | 0.22% | 122 |
|
|
2025
Q1 | $964K | Buy |
8,797
+140
| +2% | +$15.3K | 0.25% | 114 |
|
|
2024
Q4 | $814K | Buy |
8,657
+475
| +6% | +$44.7K | 0.21% | 127 |
|
|
2024
Q3 | $787K | Buy |
8,182
+210
| +3% | +$20.2K | 0.2% | 133 |
|
|
2024
Q2 | $626K | Buy |
7,972
+153
| +2% | +$12K | 0.17% | 144 |
|
|
2024
Q1 | $642K | Buy |
7,819
+198
| +3% | +$16.3K | 0.18% | 142 |
|
|
2023
Q4 | $641K | Buy |
7,621
+1,774
| +30% | +$149K | 0.19% | 134 |
|
|
2023
Q3 | $471K | Buy |
5,847
+151
| +3% | +$12.2K | 0.15% | 155 |
|
|
2023
Q2 | $503K | Buy |
5,696
+118
| +2% | +$10.4K | 0.15% | 155 |
|
|
2023
Q1 | $529K | Sell |
5,578
-8
| -0.1% | -$758 | 0.17% | 146 |
|
|
2022
Q4 | $524K | Sell |
5,586
-89
| -2% | -$8.35K | 0.18% | 140 |
|
|
2022
Q3 | $508K | Sell |
5,675
-31
| -0.5% | -$2.78K | 0.19% | 135 |
|
|
2022
Q2 | $574K | Sell |
5,706
-5
| -0.1% | -$503 | 0.15% | 170 |
|
|
2022
Q1 | $570K | Buy |
+5,711
| New | +$570K | 0.12% | 186 |
|
|
2021
Q4 | – | Sell |
-5,057
| Closed | -$446K | – | 725 |
|
|
2021
Q3 | $446K | Buy |
5,057
+689
| +16% | +$60.8K | 0.1% | 202 |
|
|
2021
Q2 | $389K | Buy |
4,368
+245
| +6% | +$21.8K | 0.09% | 218 |
|
|
2021
Q1 | $386K | Sell |
4,123
-27
| -0.7% | -$2.53K | 0.1% | 201 |
|
|
2020
Q4 | $382K | Buy |
+4,150
| New | +$382K | 0.11% | 196 |
|