PFG Investments’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 | $849K | Buy |
8,148
+85
| +1% | +$8.86K | 0.05% | 348 |
|
|
2025
Q1 | $879K | Sell |
8,063
-13
| -0.2% | -$1.42K | 0.06% | 329 |
|
|
2024
Q4 | $759K | Sell |
8,076
-1,105
| -12% | -$104K | 0.05% | 361 |
|
|
2024
Q3 | $883K | Sell |
9,181
-600
| -6% | -$57.7K | 0.06% | 335 |
|
|
2024
Q2 | $767K | Buy |
9,781
+60
| +0.6% | +$4.71K | 0.05% | 324 |
|
|
2024
Q1 | $798K | Buy |
+9,721
| New | +$798K | 0.05% | 383 |
|