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 |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $317K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $138K | Hold |
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|
2017
Q4 | $146K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $115K | Buy |
|