Montag & Associates’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
Q3 | $1.03M | Buy |
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|
2025
Q2 | $877K | Hold |
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|
2025
Q1 | $917K | Hold |
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|
2024
Q4 | $791K | Hold |
|
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|
2024
Q3 | $809K | Hold |
|
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|
2024
Q2 | $660K | Hold |
|
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|
2024
Q1 | $691K | Hold |
|
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|
2023
Q4 | $708K | Hold |
|
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|
2023
Q3 | $678K | Hold |
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|
2023
Q2 | $742K | Hold |
|
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|
2023
Q1 | $798K | Hold |
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|
2022
Q4 | $789K | Hold |
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|
2022
Q3 | $752K | Hold |
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|
2022
Q2 | $847K | Hold |
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|
2022
Q1 | $840K | Hold |
|
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|
2021
Q4 | $817K | Hold |
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|
2021
Q3 | $742K | Hold |
|
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|
2021
Q2 | $748K | Hold |
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|
2021
Q1 | $787K | Hold |
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|
2020
Q4 | $774K | Sell |
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|
2020
Q3 | $816K | Hold |
|
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|
2020
Q2 | $738K | Hold |
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|
2020
Q1 | $742K | Hold |
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|
2019
Q4 | $776K | Hold |
|
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|
2019
Q3 | $800K | Sell |
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|
2019
Q2 | $703K | Buy |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $255K | Hold |
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|
2018
Q3 | $246K | Hold |
|
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|
2018
Q2 | $238K | Hold |
|
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|
2018
Q1 | $231K | Hold |
|
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|
2017
Q4 | $245K | Buy |
|