MilWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3K | Hold |
89
| – | – | ﹤0.01% | 64 |
|
|
2025
Q4 | $9.39K | Hold |
89
| – | – | ﹤0.01% | 66 |
|
|
2025
Q3 | $10.2K | Hold |
89
| – | – | ﹤0.01% | 61 |
|
|
2025
Q2 | $9.27K | Hold |
89
| – | – | ﹤0.01% | 62 |
|
|
2025
Q1 | $9.7K | Hold |
89
| – | – | ﹤0.01% | 61 |
|
|
2024
Q4 | $8.37K | Hold |
89
| – | – | ﹤0.01% | 86 |
|
|
2024
Q3 | $8.56K | Hold |
89
| – | – | ﹤0.01% | 61 |
|
|
2024
Q2 | $6.98K | Sell |
89
-462
| -84% | -$37.5K | ﹤0.01% | 60 |
|
|
2024
Q1 | $45.2K | Hold |
551
| – | – | 0.01% | 41 |
|
|
2023
Q4 | $46.4K | Sell |
551
-441
| -44% | -$36.3K | 0.02% | 39 |
|
|
2023
Q3 | $79.9K | Buy |
992
+221
| +29% | +$19.2K | 0.03% | 30 |
|
|
2023
Q2 | $68K | Sell |
771
-49
| -6% | -$4.53K | 0.03% | 32 |
|
|
2023
Q1 | $77.7K | Sell |
820
-164
| -17% | -$15.2K | 0.03% | 30 |
|
|
2022
Q4 | $92.3K | Hold |
984
| – | – | 0.04% | 28 |
|
|
2022
Q3 | $88K | Sell |
984
-885
| -47% | -$90.4K | 0.04% | 29 |
|
|
2022
Q2 | $188K | Hold |
1,869
| – | – | 0.08% | 25 |
|
|
2022
Q1 | $187K | Hold |
1,869
| – | – | 0.07% | 30 |
|
|
2021
Q4 | $181K | Hold |
1,869
| – | – | 0.07% | 27 |
|
|
2021
Q3 | $165K | Hold |
1,869
| – | – | 0.06% | 26 |
|
|
2021
Q2 | $166K | Hold |
1,869
| – | – | 0.07% | 25 |
|
|
2021
Q1 | $175K | Hold |
1,869
| – | – | 0.08% | 23 |
|
|
2020
Q4 | $172K | Hold |
1,869
| – | – | 0.09% | 23 |
|
|
2020
Q3 | $181K | Hold |
1,869
| – | – | 0.1% | 18 |
|
|
2020
Q2 | $164K | Hold |
1,869
| – | – | 0.1% | 20 |
|
|
2020
Q1 | $165K | Hold |
1,869
| – | – | 0.13% | 19 |
|
|
2019
Q4 | $172K | Sell |
1,869
-250
| -12% | -$22.8K | 0.13% | 18 |
|
|
2019
Q3 | $202K | Hold |
2,119
| – | – | 0.17% | 17 |
|
|
2019
Q2 | $177K | Hold |
2,119
| – | – | 0.15% | 17 |
|
|
2019
Q1 | $168K | Hold |
2,119
| – | – | 0.15% | 17 |
|
|
2018
Q4 | $147K | Buy |
+2,119
| New | +$149K | 0.14% | 18 |
|
Other funds holding WEC
VCM
VPM
