Congress Wealth Management’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$819K	Buy	7,863 +1,539	+24%	+$160K	0.01%	760
2025 Q1	$686K	Sell	6,324 -3,654	-37%	-$396K	0.01%	725
2024 Q4	$938K	Buy	+9,978	New	+$938K	0.01%	529
2024 Q2	–	Sell	-3,931	Closed	-$323K	–	744
2024 Q1	$323K	Buy	+3,931	New	+$323K	0.01%	498