PWA
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Principia Wealth Advisory’s WEC Energy WEC Stock Holding History

Principia Wealth Advisory’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.04K Buy
10
+3
+43% +$313 ﹤0.01% 556
2025
Q1 		$731 Hold
7
– – ﹤0.01% 470
2024
Q4 		$658 Buy
+7
New +$658 ﹤0.01% 462