MWM
MGB Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Sell |
5,430
-280
| -5% | -$29.2K | 0.19% | 113 |
|
|
2025
Q1 | $621K | Sell |
5,710
-4
| -0.1% | -$435 | 0.22% | 104 |
|
|
2024
Q4 | $537K | Hold |
5,714
| – | – | 0.17% | 108 |
|
|
2024
Q3 | $549K | Hold |
5,714
| – | – | 0.2% | 110 |
|
|
2024
Q2 | $461K | Hold |
5,714
| – | – | 0.17% | 120 |
|
|
2024
Q1 | $469K | Hold |
5,714
| – | – | 0.19% | 116 |
|
|
2023
Q4 | $481K | Buy |
+5,714
| New | +$481K | 0.24% | 113 |
|