PGAM
Princeton Global Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Buy |
262
+1
| +0.4% | +$104 | 0.01% | 389 |
|
|
2025
Q1 | $28.4K | Buy |
261
+1
| +0.4% | +$109 | 0.01% | 361 |
|
|
2024
Q4 | $24.5K | Buy |
260
+1
| +0.4% | +$94 | ﹤0.01% | 396 |
|
|
2024
Q3 | $24.9K | Buy |
259
+1
| +0.4% | +$96 | ﹤0.01% | 394 |
|
|
2024
Q2 | $20.3K | Buy |
258
+1
| +0.4% | +$79 | ﹤0.01% | 390 |
|
|
2024
Q1 | $21.1K | Buy |
257
+1
| +0.4% | +$82 | 0.01% | 357 |
|
|
2023
Q4 | $21.5K | Buy |
256
+1
| +0.4% | +$84 | 0.01% | 352 |
|
|
2023
Q3 | $20.5K | Buy |
255
+1
| +0.4% | +$81 | 0.01% | 335 |
|
|
2023
Q2 | $22.4K | Buy |
254
+1
| +0.4% | +$88 | 0.01% | 327 |
|
|
2023
Q1 | $24K | Buy |
253
+1
| +0.4% | +$95 | 0.01% | 332 |
|
|
2022
Q4 | $24K | Buy |
252
+1
| +0.4% | +$95 | 0.01% | 314 |
|
|
2022
Q3 | $22K | Hold |
251
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $25K | Buy |
251
+1
| +0.4% | +$100 | 0.01% | 312 |
|
|
2022
Q1 | $25K | Buy |
250
+150
| +150% | +$15K | 0.01% | 340 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $10K | Sell |
100
-841
| -89% | -$84.1K | ﹤0.01% | 351 |
|
|
2020
Q2 | $82K | Hold |
941
| – | – | 0.03% | 227 |
|
|
2020
Q1 | $83K | Buy |
941
+100
| +12% | +$8.82K | 0.04% | 203 |
|
|
2019
Q4 | $78 | Buy |
+841
| New | +$78 | 0.03% | 203 |
|