Monetary Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $226K | Hold |
|
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|
2024
Q2 | $184K | Hold |
|
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|
2024
Q1 | $193K | Hold |
|
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|
2023
Q4 | $198K | Hold |
|
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|
2023
Q3 | $189K | Hold |
|
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|
2023
Q2 | $207K | Hold |
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|
2023
Q1 | $223K | Hold |
|
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $228K | Hold |
|
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $182K | Hold |
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|
2021
Q1 | $192K | Hold |
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|
2020
Q4 | $189K | Hold |
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|
2020
Q3 | $199K | Hold |
|
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|
2020
Q2 | $180K | Hold |
|
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|
2020
Q1 | $181K | Hold |
|
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|
2019
Q4 | $189K | Hold |
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|
2019
Q3 | $195K | Buy |
|
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|
2019
Q2 | $150K | Hold |
|
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|
2019
Q1 | $142K | Hold |
|
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|
2018
Q4 | $125K | Hold |
|
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|
2018
Q3 | $120K | Hold |
|
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|
2018
Q2 | $116K | Hold |
|
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|
2018
Q1 | $113K | Hold |
|
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|
2017
Q4 | $120K | Buy |
|
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|
2017
Q3 | $112K | Hold |
|
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|
2017
Q2 | $109K | Hold |
|
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|
2017
Q1 | $108K | Buy |
|
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|
2016
Q4 | $103K | Hold |
|
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|
2016
Q3 | $106K | Hold |
|
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|
2016
Q2 | $115K | Hold |
|
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|
2016
Q1 | $106K | Hold |
|
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|
2015
Q4 | $91K | Sell |
|
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|
2015
Q3 | $96K | Hold |
|
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|
2015
Q2 | $83K | Buy |
|
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|
2015
Q1 | $49K | Hold |
|
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|
2014
Q4 | $53K | Hold |
|
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|
2014
Q3 | $43K | Hold |
|
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|
2014
Q2 | $47K | Hold |
|
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|
2014
Q1 | $47K | Hold |
|
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|
2013
Q4 | $41K | Buy |
|