McDonough Capital Management’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 | $466K | Hold |
4,475
| – | – | 0.26% | 35 |
|
|
2025
Q1 | $488K | Hold |
4,475
| – | – | 0.32% | 33 |
|
|
2024
Q4 | $421K | Sell |
4,475
-12
| -0.3% | -$1.13K | 0.26% | 35 |
|
|
2024
Q3 | $432K | Sell |
4,487
-13
| -0.3% | -$1.25K | 0.3% | 33 |
|
|
2024
Q2 | $353K | Hold |
4,500
| – | – | 0.26% | 36 |
|
|
2024
Q1 | $370K | Sell |
4,500
-25
| -0.6% | -$2.05K | 0.29% | 35 |
|
|
2023
Q4 | $381K | Hold |
4,525
| – | – | 0.33% | 30 |
|
|
2023
Q3 | $364K | Hold |
4,525
| – | – | 0.35% | 30 |
|
|
2023
Q2 | $399K | Hold |
4,525
| – | – | 0.37% | 29 |
|
|
2023
Q1 | $429K | Buy |
4,525
+25
| +0.6% | +$2.37K | 0.44% | 28 |
|
|
2022
Q4 | $422K | Hold |
4,500
| – | – | 0.49% | 29 |
|
|
2022
Q3 | $402K | Hold |
4,500
| – | – | 0.46% | 28 |
|
|
2022
Q2 | $453K | Hold |
4,500
| – | – | 0.5% | 27 |
|
|
2022
Q1 | $449K | Hold |
4,500
| – | – | 0.39% | 30 |
|
|
2021
Q4 | $437K | Buy |
+4,500
| New | +$437K | 0.36% | 30 |
|