Aegis Wealth Management’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	$396K	Hold	3,633	–	–	0.24%	64
2025 Q1	$396K	Sell	3,633 -38	-1%	-$4.14K	0.23%	67
2024 Q4	$345K	Buy	+3,671	New	+$345K	0.23%	71