Moneta Group Investment Advisors’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Buy
2025
Q1
$446K Sell
2024
Q4
$388K Buy
2024
Q3
$317K Buy
2023
Q3
Sell
2023
Q2
$215K Buy
2022
Q3
Sell
2022
Q2
$322K Sell
2022
Q1
$325K Buy
2021
Q4
$228K Buy
2018
Q2
Sell
2018
Q1
$138K Hold
2017
Q4
$146K Buy
2015
Q4
Sell
2015
Q3
$115K Buy