PFA
Pathway Financial Advisers’s WEC Energy WEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Sell |
18,176
-53
| -0.3% | -$5.52K | 0.61% | 61 |
|
2025
Q1 | $1.99M | Buy |
18,229
+557
| +3% | +$60.7K | 0.68% | 53 |
|
2024
Q4 | $1.66M | Buy |
17,672
+481
| +3% | +$45.2K | 0.56% | 61 |
|
2024
Q3 | $1.65M | Buy |
+17,191
| New | +$1.65M | 0.75% | 43 |
|