CarsonAllaria Wealth Management’s WEC Energy WEC Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell
2025 Q2	$180K	Buy
2025 Q1	$188K	Buy
2024 Q4	$155K	Buy
2024 Q3	$121K	Buy