CWM

CarsonAllaria Wealth Management’s WEC Energy WEC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$180K	Buy	1,726 +6	+0.3%	+$625	0.1%	72
2025 Q1	$188K	Buy	1,720 +74	+4%	+$8.07K	0.11%	70
2024 Q4	$155K	Buy	1,646 +392	+31%	+$36.9K	0.09%	78
2024 Q3	$121K	Buy	+1,254	New	+$121K	0.07%	95