Midwest Professional Planners Ltd (MPPL)’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 | $256K | Hold |
2,457
| – | – | 0.07% | 142 |
|
|
2025
Q1 | $268K | Hold |
2,457
| – | – | 0.08% | 143 |
|
|
2024
Q4 | $231K | Hold |
2,457
| – | – | 0.07% | 148 |
|
|
2024
Q3 | $236K | Sell |
2,457
-133
| -5% | -$12.8K | 0.07% | 148 |
|
|
2024
Q2 | $203K | Hold |
2,590
| – | – | 0.07% | 145 |
|
|
2024
Q1 | $213K | Sell |
2,590
-99
| -4% | -$8.13K | 0.07% | 144 |
|
|
2023
Q4 | $226K | Sell |
2,689
-355
| -12% | -$29.9K | 0.09% | 124 |
|
|
2023
Q3 | $245K | Sell |
3,044
-486
| -14% | -$39.1K | 0.11% | 116 |
|
|
2023
Q2 | $311K | Sell |
3,530
-302
| -8% | -$26.6K | 0.14% | 101 |
|
|
2023
Q1 | $363K | Hold |
3,832
| – | – | 0.18% | 94 |
|
|
2022
Q4 | $359K | Hold |
3,832
| – | – | 0.2% | 97 |
|
|
2022
Q3 | $343K | Hold |
3,832
| – | – | 0.2% | 93 |
|
|
2022
Q2 | $386K | Hold |
3,832
| – | – | 0.22% | 84 |
|
|
2022
Q1 | $382K | Hold |
3,832
| – | – | 0.19% | 93 |
|
|
2021
Q4 | $372K | Sell |
3,832
-8,470
| -69% | -$822K | 0.18% | 94 |
|
|
2021
Q3 | $1.09M | Buy |
12,302
+144
| +1% | +$12.7K | 0.58% | 54 |
|
|
2021
Q2 | $1.08M | Buy |
+12,158
| New | +$1.08M | 0.56% | 52 |
|
|
2021
Q1 | – | Sell |
-11,760
| Closed | -$1.08M | – | 121 |
|
|
2020
Q4 | $1.08M | Buy |
+11,760
| New | +$1.08M | 0.67% | 40 |
|
|
2020
Q1 | – | Sell |
-1,245
| Closed | -$222K | – | 94 |
|
|
2019
Q4 | $222K | Sell |
1,245
-8,624
| -87% | -$1.54M | 0.18% | 89 |
|
|
2019
Q3 | $939K | Buy |
9,869
+10
| +0.1% | +$951 | 0.84% | 31 |
|
|
2019
Q2 | $822K | Sell |
9,859
-19
| -0.2% | -$1.58K | 0.76% | 38 |
|
|
2019
Q1 | $781K | Sell |
9,878
-1,774
| -15% | -$140K | 0.75% | 35 |
|
|
2018
Q4 | $807K | Sell |
11,652
-37
| -0.3% | -$2.56K | 0.87% | 32 |
|
|
2018
Q3 | $780K | Buy |
11,689
+1,811
| +18% | +$121K | 0.72% | 35 |
|
|
2018
Q2 | $639K | Buy |
9,878
+148
| +2% | +$9.57K | 0.57% | 35 |
|
|
2018
Q1 | $610K | Buy |
9,730
+335
| +4% | +$21K | 0.55% | 43 |
|
|
2017
Q4 | $624K | Buy |
+9,395
| New | +$624K | 0.57% | 42 |
|