Merit 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 | $5.96M | Buy |
57,222
+37,682
| +193% | +$3.93M | 0.07% | 229 |
|
|
2025
Q1 | $2.13M | Buy |
19,540
+3,549
| +22% | +$387K | 0.03% | 404 |
|
|
2024
Q4 | $1.5M | Buy |
15,991
+5,069
| +46% | +$477K | 0.03% | 407 |
|
|
2024
Q3 | $1.05M | Sell |
10,922
-480
| -4% | -$46.2K | 0.02% | 410 |
|
|
2024
Q2 | $895K | Buy |
11,402
+420
| +4% | +$33K | 0.02% | 445 |
|
|
2024
Q1 | $914K | Buy |
10,982
+5,974
| +119% | +$497K | 0.02% | 426 |
|
|
2023
Q4 | $422K | Buy |
5,008
+694
| +16% | +$58.4K | 0.01% | 532 |
|
|
2023
Q3 | $347K | Sell |
4,314
-1,083
| -20% | -$87.2K | 0.01% | 545 |
|
|
2023
Q2 | $476K | Buy |
5,397
+1,633
| +43% | +$144K | 0.02% | 479 |
|
|
2023
Q1 | $357K | Sell |
3,764
-89
| -2% | -$8.44K | 0.01% | 466 |
|
|
2022
Q4 | $361K | Buy |
3,853
+1,360
| +55% | +$128K | 0.01% | 492 |
|
|
2022
Q3 | $223K | Buy |
+2,493
| New | +$223K | 0.01% | 497 |
|