Principal Securities’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 | $2.67M | Buy |
25,623
+2,001
| +8% | +$209K | 0.05% | 333 |
|
|
2025
Q1 | $2.22M | Hold |
23,622
| – | – | 0.05% | 326 |
|
|
2024
Q4 | $2.22M | Buy |
23,622
+689
| +3% | +$64.8K | 0.05% | 324 |
|
|
2024
Q3 | $2.21M | Buy |
22,933
+2,728
| +14% | +$262K | 0.05% | 314 |
|
|
2024
Q2 | $1.59M | Buy |
20,205
+8,276
| +69% | +$649K | 0.04% | 356 |
|
|
2024
Q1 | $980K | Buy |
11,929
+246
| +2% | +$20.2K | 0.03% | 457 |
|
|
2023
Q4 | $983K | Buy |
+11,683
| New | +$983K | 0.04% | 418 |
|