PFW Advisors’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 | $1.14M | Sell |
10,952
-457
| -4% | -$47.6K | 0.35% | 56 |
|
|
2025
Q1 | $1.24M | Buy |
11,409
+2
| +0% | +$218 | 0.39% | 54 |
|
|
2024
Q4 | $1.07M | Buy |
+11,407
| New | +$1.07M | 0.33% | 59 |
|
|
2024
Q2 | $885K | Buy |
11,277
+101
| +0.9% | +$7.92K | 0.28% | 67 |
|
|
2024
Q1 | $918K | Sell |
11,176
-181
| -2% | -$14.9K | 0.28% | 67 |
|
|
2023
Q4 | $956K | Sell |
11,357
-431
| -4% | -$36.3K | 0.31% | 63 |
|
|
2023
Q3 | $950K | Buy |
11,788
+798
| +7% | +$64.3K | 0.34% | 58 |
|
|
2023
Q2 | $954K | Buy |
+10,990
| New | +$954K | 0.32% | 59 |
|
|
2019
Q3 | $1.09M | Buy |
+11,316
| New | +$1.09M | 0.33% | 58 |
|