MTM Investment Management’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 | $301K | Sell |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $263K | Buy |
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