MGIA
Moneta Group Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
5,131
+1,038
| +25% | +$108K | 0.01% | 424 |
|
|
2025
Q1 | $446K | Sell |
4,093
-34
| -0.8% | -$3.71K | 0.01% | 445 |
|
|
2024
Q4 | $388K | Buy |
4,127
+827
| +25% | +$77.8K | 0.01% | 475 |
|
|
2024
Q3 | $317K | Buy |
+3,300
| New | +$317K | ﹤0.01% | 505 |
|
|
2023
Q3 | – | Sell |
-2,433
| Closed | -$215K | – | 562 |
|
|
2023
Q2 | $215K | Buy |
+2,433
| New | +$215K | ﹤0.01% | 494 |
|
|
2022
Q3 | – | Sell |
-3,200
| Closed | -$322K | – | 472 |
|
|
2022
Q2 | $322K | Sell |
3,200
-56
| -2% | -$5.64K | 0.01% | 372 |
|
|
2022
Q1 | $325K | Buy |
3,256
+907
| +39% | +$90.5K | 0.01% | 349 |
|
|
2021
Q4 | $228K | Buy |
+2,349
| New | +$228K | 0.01% | 433 |
|
|
2018
Q2 | – | Sell |
-2,200
| Closed | -$138K | – | 636 |
|
|
2018
Q1 | $138K | Hold |
2,200
| – | – | 0.02% | 217 |
|
|
2017
Q4 | $146K | Buy |
+2,200
| New | +$146K | 0.02% | 211 |
|
|
2015
Q4 | – | Sell |
-2,200
| Closed | -$115K | – | 418 |
|
|
2015
Q3 | $115K | Buy |
+2,200
| New | +$115K | 0.03% | 172 |
|