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Cary Street Partners’s WEC Energy WEC Stock Holding History

Cary Street Partners’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$294K Buy
2,822
+1,152
+69% +$120K 0.01% 668
2025
Q1 		$182K Sell
1,670
-138
-8% -$15K 0.01% 767
2024
Q4 		$170K Buy
+1,808
New +$170K 0.01% 750