Clayton Financial 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 Q1	–	Sell	-2,616	Closed	-$246K	–	128
2024 Q4	$246K	Buy	2,616 +175	+7%	+$16.5K	0.09%	101
2024 Q3	$235K	Buy	+2,441	New	+$235K	0.09%	109