Evergreen Capital 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	–	Sell	-2,121	Closed	-$231K	–	1253
2025 Q1	$231K	Buy	+2,121	New	+$231K	0.01%	908
2023 Q2	–	Sell	-2,447	Closed	-$232K	–	839
2023 Q1	$232K	Buy	+2,447	New	+$232K	0.01%	610