AssuredPartners Investment Advisors’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	–	Sell	-3,407	Closed	-$371K	–	332
2025 Q1	$371K	Sell	3,407 -778	-19%	-$84.8K	0.07%	242
2024 Q4	$394K	Buy	+4,185	New	+$394K	0.08%	233