Meritage Portfolio 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 | $2.53M | Sell |
24,244
-528
| -2% | -$55K | 0.16% | 150 |
|
|
2025
Q1 | $2.7M | Sell |
24,772
-693
| -3% | -$75.5K | 0.18% | 141 |
|
|
2024
Q4 | $2.39M | Sell |
25,465
-26,101
| -51% | -$2.45M | 0.15% | 154 |
|
|
2024
Q3 | $4.96M | Buy |
51,566
+14,658
| +40% | +$1.41M | 0.3% | 103 |
|
|
2024
Q2 | $2.9M | Sell |
36,908
-841
| -2% | -$66K | 0.18% | 147 |
|
|
2024
Q1 | $3.1M | Sell |
37,749
-2,134
| -5% | -$175K | 0.2% | 147 |
|
|
2023
Q4 | $3.36M | Buy |
39,883
+1,379
| +4% | +$116K | 0.22% | 135 |
|
|
2023
Q3 | $3.1M | Buy |
+38,504
| New | +$3.1M | 0.23% | 133 |
|