PAX Financial Group’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 | $632K | Sell |
6,064
-662
| -10% | -$69K | 0.12% | 124 |
|
|
2025
Q1 | $733K | Buy |
6,726
+531
| +9% | +$57.9K | 0.13% | 127 |
|
|
2024
Q4 | $583K | Buy |
6,195
+281
| +5% | +$26.4K | 0.1% | 157 |
|
|
2024
Q3 | $569K | Buy |
5,914
+324
| +6% | +$31.2K | 0.1% | 162 |
|
|
2024
Q2 | $439K | Buy |
5,590
+248
| +5% | +$19.5K | 0.09% | 178 |
|
|
2024
Q1 | $439K | Sell |
5,342
-10
| -0.2% | -$821 | 0.09% | 182 |
|
|
2023
Q4 | $414K | Buy |
5,352
+303
| +6% | +$23.5K | 0.09% | 180 |
|
|
2023
Q3 | $407K | Buy |
5,049
+98
| +2% | +$7.89K | 0.09% | 171 |
|
|
2023
Q2 | $437K | Buy |
4,951
+182
| +4% | +$16.1K | 0.1% | 170 |
|
|
2023
Q1 | $452K | Buy |
4,769
+308
| +7% | +$29.2K | 0.11% | 159 |
|
|
2022
Q4 | $418K | Sell |
4,461
-450
| -9% | -$42.2K | 0.11% | 146 |
|
|
2022
Q3 | $439K | Buy |
4,911
+90
| +2% | +$8.05K | 0.11% | 144 |
|
|
2022
Q2 | $485K | Buy |
4,821
+217
| +5% | +$21.8K | 0.12% | 137 |
|
|
2022
Q1 | $459K | Buy |
4,604
+277
| +6% | +$27.6K | 0.11% | 141 |
|
|
2021
Q4 | $420K | Buy |
4,327
+214
| +5% | +$20.8K | 0.09% | 143 |
|
|
2021
Q3 | $363K | Buy |
4,113
+108
| +3% | +$9.53K | 0.09% | 148 |
|
|
2021
Q2 | $356K | Buy |
4,005
+465
| +13% | +$41.3K | 0.09% | 140 |
|
|
2021
Q1 | $331K | Buy |
3,540
+666
| +23% | +$62.3K | 0.09% | 132 |
|
|
2020
Q4 | $264K | Buy |
+2,874
| New | +$264K | 0.08% | 117 |
|