Merit Financial Group’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.95M Buy
2025
Q2
$5.96M Buy
2025
Q1
$2.13M Buy
2024
Q4
$1.5M Buy
2024
Q3
$1.05M Sell
2024
Q2
$895K Buy
2024
Q1
$914K Buy
2023
Q4
$422K Buy
2023
Q3
$347K Sell
2023
Q2
$476K Buy
2023
Q1
$357K Sell
2022
Q4
$361K Buy
2022
Q3
$223K Buy