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CM Wealth Advisors’s WEC Energy WEC Stock Holding History

CM Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,840
Closed -$201K – 88
2025
Q1 		$201K Buy
+1,840
New +$201K 0.06% 85