Advisor OS’s WEC Energy WEC Stock Holding History

Advisor OS’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$332K	Sell
2025 Q1	$354K	Buy
2024 Q4	$303K	Buy
2024 Q3	$299K	Sell
2024 Q2	$438K	Buy
2024 Q1	$428K	Buy
2023 Q4	$404K	Buy
2023 Q3	$216K	Sell
2023 Q2	$238K	Buy
2022 Q4	–	Sell
2022 Q3	$235K	Buy