MV Capital Management’s WEC Energy WEC Stock Holding History

MV Capital Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20K	Hold	192	–	–	﹤0.01%	442
2025 Q1	$20.9K	Sell	192 -1	-0.5%	-$109	﹤0.01%	429
2024 Q4	$18.2K	Buy	193 +2	+1%	+$188	﹤0.01%	444
2024 Q3	$18.4K	Buy	191 +7	+4%	+$673	﹤0.01%	437
2024 Q2	$14.4K	Buy	184 +16	+10%	+$1.26K	﹤0.01%	474
2024 Q1	$13.8K	Sell	168 -66	-28%	-$5.42K	﹤0.01%	478
2023 Q4	$19.7K	Sell	234 -82	-26%	-$6.9K	﹤0.01%	424
2023 Q3	$25.5K	Sell	316 -31	-9%	-$2.5K	﹤0.01%	361
2023 Q2	$30.6K	Buy	347 +40	+13%	+$3.53K	﹤0.01%	351
2023 Q1	$29.1K	Buy	307 +35	+13%	+$3.32K	﹤0.01%	344
2022 Q4	$25.5K	Sell	272 -16	-6%	-$1.5K	﹤0.01%	305
2022 Q3	$26K	Buy	288 +23	+9%	+$2.08K	﹤0.01%	297
2022 Q2	$27K	Buy	265 +13	+5%	+$1.33K	﹤0.01%	285
2022 Q1	$25K	Buy	252 +54	+27%	+$5.36K	﹤0.01%	308
2021 Q4	$19K	Sell	198 -5	-2%	-$480	﹤0.01%	334
2021 Q3	$18K	Buy	203 +52	+34%	+$4.61K	﹤0.01%	332
2021 Q2	$13K	Buy	151 +32	+27%	+$2.76K	﹤0.01%	330
2021 Q1	$11K	Buy	119 +6	+5%	+$555	﹤0.01%	246
2020 Q4	$10K	Hold	113	–	–	﹤0.01%	247
2020 Q3	$11K	Hold	113	–	–	﹤0.01%	219
2020 Q2	$10K	Hold	113	–	–	﹤0.01%	227
2020 Q1	$10K	Hold	113	–	–	﹤0.01%	213
2019 Q4	$10K	Hold	113	–	–	﹤0.01%	248
2019 Q3	$11K	Hold	113	–	–	﹤0.01%	236
2019 Q2	$9K	Hold	113	–	–	﹤0.01%	244
2019 Q1	$9K	Hold	113	–	–	﹤0.01%	244
2018 Q4	$8K	Hold	113	–	–	﹤0.01%	242
2018 Q3	$8K	Hold	113	–	–	﹤0.01%	263
2018 Q2	$7K	Hold	113	–	–	﹤0.01%	284
2018 Q1	$7K	Hold	113	–	–	﹤0.01%	281
2017 Q4	$8K	Hold	113	–	–	﹤0.01%	274
2017 Q3	$7K	Hold	113	–	–	﹤0.01%	277
2017 Q2	$7K	Hold	113	–	–	﹤0.01%	276
2017 Q1	$7K	Hold	113	–	–	﹤0.01%	273
2016 Q4	$7K	Hold	113	–	–	﹤0.01%	264
2016 Q3	$7K	Hold	113	–	–	﹤0.01%	259
2016 Q2	$7K	Hold	113	–	–	﹤0.01%	257
2016 Q1	$7K	Hold	113	–	–	﹤0.01%	244
2015 Q4	$6K	Hold	113	–	–	﹤0.01%	268
2015 Q3	$6K	Sell	113 -113	-50%	-$6K	﹤0.01%	258
2015 Q2	$10K	Buy	+226	New	+$10K	﹤0.01%	304