Pollock Investment 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
$1.02M Sell
9,799
-1,200
-11% -$125K 0.83% 19
2025
Q1
$1.2M Hold
10,999
0.97% 16
2024
Q4
$1.03M Buy
+10,999
New +$1.03M 0.84% 22