Monument Capital Management’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 | $472K | Buy |
4,525
+1,188
| +36% | +$124K | 0.12% | 132 |
|
|
2025
Q1 | $364K | Hold |
3,337
| – | – | 0.11% | 135 |
|
|
2024
Q4 | $314K | Buy |
3,337
+3
| +0.1% | +$282 | 0.09% | 156 |
|
|
2024
Q3 | $321K | Buy |
+3,334
| New | +$321K | 0.09% | 148 |
|
|
2021
Q4 | – | Sell |
-2,404
| Closed | -$212K | – | 160 |
|
|
2021
Q3 | $212K | Buy |
+2,404
| New | +$212K | 0.07% | 140 |
|