Elevated Capital Advisors’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	$741K	Hold	6,800	–	–	0.21%	151
2025 Q1	$741K	Sell	6,800 -280	-4%	-$30.5K	0.21%	151
2024 Q4	$666K	Sell	7,080 -124	-2%	-$11.7K	0.18%	158
2024 Q3	$693K	Buy	7,204 +506	+8%	+$48.7K	0.18%	171
2024 Q2	$526K	Buy	+6,698	New	+$526K	0.15%	173