MJP Associates’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 | $328K | Buy |
3,144
+18
| +0.6% | +$1.88K | 0.05% | 166 |
|
|
2025
Q1 | $341K | Buy |
3,126
+107
| +4% | +$11.7K | 0.06% | 154 |
|
|
2024
Q4 | $284K | Buy |
3,019
+98
| +3% | +$9.22K | 0.05% | 174 |
|
|
2024
Q3 | $281K | Sell |
2,921
-139
| -5% | -$13.4K | 0.05% | 165 |
|
|
2024
Q2 | $240K | Sell |
3,060
-10
| -0.3% | -$785 | 0.05% | 197 |
|
|
2024
Q1 | $252K | Buy |
3,070
+552
| +22% | +$45.3K | 0.05% | 195 |
|
|
2023
Q4 | $212K | Sell |
2,518
-52
| -2% | -$4.38K | 0.06% | 165 |
|
|
2023
Q3 | $207K | Sell |
2,570
-24
| -0.9% | -$1.93K | 0.06% | 153 |
|
|
2023
Q2 | $229K | Sell |
2,594
-6
| -0.2% | -$529 | 0.07% | 132 |
|
|
2023
Q1 | $246K | Sell |
2,600
-46
| -2% | -$4.36K | 0.08% | 103 |
|
|
2022
Q4 | $248K | Sell |
2,646
-52
| -2% | -$4.88K | 0.07% | 107 |
|
|
2022
Q3 | $241K | Sell |
2,698
-5
| -0.2% | -$447 | 0.07% | 105 |
|
|
2022
Q2 | $272K | Buy |
2,703
+71
| +3% | +$7.15K | 0.08% | 101 |
|
|
2022
Q1 | $263K | Sell |
2,632
-46
| -2% | -$4.6K | 0.07% | 118 |
|
|
2021
Q4 | $257K | Sell |
2,678
-1,925
| -42% | -$185K | 0.08% | 124 |
|
|
2021
Q3 | $406K | Sell |
4,603
-184
| -4% | -$16.2K | 0.14% | 83 |
|
|
2021
Q2 | $426K | Buy |
4,787
+4
| +0.1% | +$356 | 0.14% | 81 |
|
|
2021
Q1 | $448K | Buy |
4,783
+2
| +0% | +$187 | 0.18% | 69 |
|
|
2020
Q4 | $440K | Buy |
+4,781
| New | +$440K | 0.19% | 68 |
|