Meridiem Investment 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
$248K Hold
2,380
﹤0.01% 35
2025
Q1
$259K Sell
2,380
-2,700
-53% -$294K ﹤0.01% 36
2024
Q4
$478K Hold
5,080
0.01% 29
2024
Q3
$489K Hold
5,080
0.01% 31
2024
Q2
$399K Hold
5,080
0.01% 32
2024
Q1
$417K Hold
5,080
0.01% 31
2023
Q4
$428K Hold
5,080
0.01% 32
2023
Q3
$409K Hold
5,080
0.01% 32
2023
Q2
$448K Hold
5,080
0.01% 33
2023
Q1
$481K Hold
5,080
0.01% 33
2022
Q4
$476K Hold
5,080
0.01% 35
2022
Q3
$454K Hold
5,080
0.02% 34
2022
Q2
$512K Hold
5,080
0.01% 34
2022
Q1
$507K Hold
5,080
0.01% 37
2021
Q4
$493K Hold
5,080
0.01% 39
2021
Q3
$448K Hold
5,080
0.02% 41
2021
Q2
$452K Hold
5,080
0.02% 41
2021
Q1
$476K Hold
5,080
0.02% 40
2020
Q4
$467K Buy
+5,080
New +$467K 0.02% 36