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Coastal Bridge Advisors’s WEC Energy WEC Stock Holding History

Coastal Bridge Advisors’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 		$1.06M Buy
10,188
+303
+3% +$31.6K 0.09% 203
2025
Q1 		$1.08M Buy
+9,885
New +$1.08M 0.27% 95