Mendota Financial Group’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 | $10.9K | Hold |
105
| – | – | 0.01% | 75 |
|
|
2025
Q1 | $11.4K | Hold |
105
| – | – | 0.01% | 76 |
|
|
2024
Q4 | $9.88K | Sell |
105
-31
| -23% | -$2.92K | 0.01% | 239 |
|
|
2024
Q3 | $13.1K | Buy |
136
+76
| +127% | +$7.31K | 0.01% | 232 |
|
|
2024
Q2 | $4.71K | Hold |
60
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $4.93K | Hold |
60
| – | – | ﹤0.01% | 264 |
|
|
2023
Q4 | $5.05K | Buy |
+60
| New | +$5.05K | ﹤0.01% | 295 |
|
|
2023
Q2 | – | Sell |
-748
| Closed | -$74.6K | – | 387 |
|
|
2023
Q1 | $74.6K | Sell |
748
-16
| -2% | -$1.6K | 0.07% | 113 |
|
|
2022
Q4 | $71.6K | Buy |
+764
| New | +$71.6K | 0.09% | 117 |
|