Evermay Wealth Management’s WEC Energy WEC Stock Holding History

Evermay Wealth Management’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 Q2	$118K	Hold
2025 Q1	$123K	Buy
2024 Q1	–	Sell
2023 Q4	$337	Buy
2023 Q1	–	Sell
2022 Q4	$26.1K	Hold
2022 Q3	$25K	Hold
2022 Q2	$28K	Hold
2022 Q1	$28K	Hold
2021 Q4	$27K	Buy