MTM Investment 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 | $283K | Buy |
2,720
+95
| +4% | +$9.9K | 0.1% | 169 |
|
|
2025
Q1 | $286K | Sell |
2,625
-160
| -6% | -$17.4K | 0.11% | 162 |
|
|
2024
Q4 | $262K | Sell |
2,785
-15
| -0.5% | -$1.41K | 0.1% | 167 |
|
|
2024
Q3 | $267K | Sell |
2,800
-30
| -1% | -$2.87K | 0.1% | 162 |
|
|
2024
Q2 | $222K | Hold |
2,830
| – | – | 0.09% | 178 |
|
|
2024
Q1 | $232K | Hold |
2,830
| – | – | 0.1% | 171 |
|
|
2023
Q4 | $238K | Hold |
2,830
| – | – | 0.11% | 159 |
|
|
2023
Q3 | $228K | Hold |
2,830
| – | – | 0.12% | 152 |
|
|
2023
Q2 | $250K | Hold |
2,830
| – | – | 0.12% | 155 |
|
|
2023
Q1 | $268K | Hold |
2,830
| – | – | 0.14% | 146 |
|
|
2022
Q4 | $265K | Hold |
2,830
| – | – | 0.14% | 146 |
|
|
2022
Q3 | $253K | Hold |
2,830
| – | – | 0.14% | 145 |
|
|
2022
Q2 | $290K | Hold |
2,830
| – | – | 0.16% | 132 |
|
|
2022
Q1 | $282K | Hold |
2,830
| – | – | 0.14% | 140 |
|
|
2021
Q4 | $275K | Hold |
2,830
| – | – | 0.13% | 143 |
|
|
2021
Q3 | $250K | Hold |
2,830
| – | – | 0.14% | 139 |
|
|
2021
Q2 | $252K | Hold |
2,830
| – | – | 0.13% | 141 |
|
|
2021
Q1 | $265K | Sell |
2,830
-30
| -1% | -$2.81K | 0.15% | 125 |
|
|
2020
Q4 | $263K | Buy |
+2,860
| New | +$263K | 0.16% | 119 |
|