Premier Path Wealth Partners’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
$361K Buy
3,469
+134
+4% +$14K 0.05% 293
2025
Q1
$363K Buy
3,335
+98
+3% +$10.7K 0.06% 273
2024
Q4
$304K Buy
3,237
+386
+14% +$36.3K 0.05% 303
2024
Q3
$274K Buy
2,851
+26
+0.9% +$2.5K 0.04% 315
2024
Q2
$222K Buy
+2,825
New +$222K 0.04% 343