Principle Wealth Partners’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
2,895
+125
| +5% | +$13K | 0.02% | 305 |
|
|
2025
Q1 | $302K | Hold |
2,770
| – | – | 0.02% | 288 |
|
|
2024
Q4 | $260K | Hold |
2,770
| – | – | 0.02% | 300 |
|
|
2024
Q3 | $266K | Hold |
2,770
| – | – | 0.02% | 299 |
|
|
2024
Q2 | $217K | Hold |
2,770
| – | – | 0.02% | 312 |
|
|
2024
Q1 | $227K | Hold |
2,770
| – | – | 0.02% | 320 |
|
|
2023
Q4 | $233K | Hold |
2,770
| – | – | 0.02% | 308 |
|
|
2023
Q3 | $223K | Hold |
2,770
| – | – | 0.02% | 297 |
|
|
2023
Q2 | $244K | Hold |
2,770
| – | – | 0.02% | 291 |
|
|
2023
Q1 | $263K | Hold |
2,770
| – | – | 0.03% | 273 |
|
|
2022
Q4 | $260K | Hold |
2,770
| – | – | 0.03% | 274 |
|
|
2022
Q3 | $248 | Buy |
2,770
+188
| +7% | +$17 | 0.02% | 255 |
|
|
2022
Q2 | $260K | Sell |
2,582
-47
| -2% | -$4.73K | 0.03% | 267 |
|
|
2022
Q1 | $262K | Sell |
2,629
-52
| -2% | -$5.18K | 0.03% | 280 |
|
|
2021
Q4 | $260K | Hold |
2,681
| – | – | 0.03% | 279 |
|
|
2021
Q3 | $236K | Sell |
2,681
-55
| -2% | -$4.84K | 0.03% | 285 |
|
|
2021
Q2 | $243K | Sell |
2,736
-54
| -2% | -$4.8K | 0.03% | 286 |
|
|
2021
Q1 | $261K | Sell |
2,790
-10
| -0.4% | -$935 | 0.03% | 254 |
|
|
2020
Q4 | $258K | Buy |
2,800
+600
| +27% | +$55.3K | 0.03% | 240 |
|
|
2020
Q3 | $213K | Hold |
2,200
| – | – | 0.06% | 141 |
|
|
2020
Q2 | $193K | Buy |
+2,200
| New | +$193K | 0.06% | 152 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$203K | – | 172 |
|
|
2019
Q4 | $203K | Hold |
2,200
| – | – | 0.06% | 158 |
|
|
2019
Q3 | $209K | Buy |
+2,200
| New | +$209K | 0.07% | 157 |
|