Aventail Capital Group’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	$20.7M	Buy	198,923 +2,850	+1%	+$297K	0.91%	38
2025 Q1	$21.4M	Buy	+196,073	New	+$21.4M	1.05%	34