ERTS Wealth Advisors’s WEC Energy WEC Stock Holding History

ERTS Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$351K	Hold
2025 Q2	$319K	Buy
2019 Q1	–	Sell
2018 Q4	$30K	Buy