Monetary Management Group’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 | $240K | Hold |
2,300
| – | – | 0.06% | 191 |
|
|
2025
Q1 | $251K | Sell |
2,300
-50
| -2% | -$5.45K | 0.07% | 182 |
|
|
2024
Q4 | $221K | Hold |
2,350
| – | – | 0.06% | 192 |
|
|
2024
Q3 | $226K | Hold |
2,350
| – | – | 0.06% | 193 |
|
|
2024
Q2 | $184K | Hold |
2,350
| – | – | 0.05% | 197 |
|
|
2024
Q1 | $193K | Hold |
2,350
| – | – | 0.05% | 194 |
|
|
2023
Q4 | $198K | Hold |
2,350
| – | – | 0.06% | 191 |
|
|
2023
Q3 | $189K | Hold |
2,350
| – | – | 0.06% | 192 |
|
|
2023
Q2 | $207K | Hold |
2,350
| – | – | 0.06% | 187 |
|
|
2023
Q1 | $223K | Hold |
2,350
| – | – | 0.07% | 184 |
|
|
2022
Q4 | $220K | Hold |
2,350
| – | – | 0.07% | 188 |
|
|
2022
Q3 | $210K | Hold |
2,350
| – | – | 0.07% | 183 |
|
|
2022
Q2 | $237K | Hold |
2,350
| – | – | 0.07% | 170 |
|
|
2022
Q1 | $235K | Hold |
2,350
| – | – | 0.06% | 178 |
|
|
2021
Q4 | $228K | Hold |
2,350
| – | – | 0.06% | 187 |
|
|
2021
Q3 | $207K | Buy |
2,350
+300
| +15% | +$26.4K | 0.06% | 187 |
|
|
2021
Q2 | $182K | Hold |
2,050
| – | – | 0.05% | 181 |
|
|
2021
Q1 | $192K | Hold |
2,050
| – | – | 0.06% | 174 |
|
|
2020
Q4 | $189K | Hold |
2,050
| – | – | 0.06% | 168 |
|
|
2020
Q3 | $199K | Hold |
2,050
| – | – | 0.07% | 155 |
|
|
2020
Q2 | $180K | Hold |
2,050
| – | – | 0.07% | 150 |
|
|
2020
Q1 | $181K | Hold |
2,050
| – | – | 0.08% | 142 |
|
|
2019
Q4 | $189K | Hold |
2,050
| – | – | 0.07% | 162 |
|
|
2019
Q3 | $195K | Buy |
2,050
+250
| +14% | +$23.8K | 0.07% | 161 |
|
|
2019
Q2 | $150K | Hold |
1,800
| – | – | 0.06% | 175 |
|
|
2019
Q1 | $142K | Hold |
1,800
| – | – | 0.06% | 179 |
|
|
2018
Q4 | $125K | Hold |
1,800
| – | – | 0.06% | 171 |
|
|
2018
Q3 | $120K | Hold |
1,800
| – | – | 0.05% | 182 |
|
|
2018
Q2 | $116K | Hold |
1,800
| – | – | 0.05% | 182 |
|
|
2018
Q1 | $113K | Hold |
1,800
| – | – | 0.05% | 181 |
|
|
2017
Q4 | $120K | Buy |
1,800
+18
| +1% | +$1.2K | 0.05% | 184 |
|
|
2017
Q3 | $112K | Hold |
1,782
| – | – | 0.05% | 183 |
|
|
2017
Q2 | $109K | Hold |
1,782
| – | – | 0.04% | 185 |
|
|
2017
Q1 | $108K | Buy |
1,782
+18
| +1% | +$1.09K | 0.05% | 184 |
|
|
2016
Q4 | $103K | Hold |
1,764
| – | – | 0.05% | 181 |
|
|
2016
Q3 | $106K | Hold |
1,764
| – | – | 0.05% | 180 |
|
|
2016
Q2 | $115K | Hold |
1,764
| – | – | 0.05% | 179 |
|
|
2016
Q1 | $106K | Hold |
1,764
| – | – | 0.05% | 178 |
|
|
2015
Q4 | $91K | Sell |
1,764
-82
| -4% | -$4.23K | 0.04% | 181 |
|
|
2015
Q3 | $96K | Hold |
1,846
| – | – | 0.05% | 181 |
|
|
2015
Q2 | $83K | Buy |
1,846
+846
| +85% | +$38K | 0.04% | 207 |
|
|
2015
Q1 | $49K | Hold |
1,000
| – | – | 0.02% | 264 |
|
|
2014
Q4 | $53K | Hold |
1,000
| – | – | 0.02% | 253 |
|
|
2014
Q3 | $43K | Hold |
1,000
| – | – | 0.02% | 274 |
|
|
2014
Q2 | $47K | Hold |
1,000
| – | – | 0.02% | 265 |
|
|
2014
Q1 | $47K | Hold |
1,000
| – | – | 0.02% | 223 |
|
|
2013
Q4 | $41K | Buy |
+1,000
| New | +$41K | 0.02% | 247 |
|