Fiduciary Alliance’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	$1.52M	Buy	14,562 +5,140	+55%	+$536K	0.11%	174
2025 Q1	$1.03M	Buy	+9,422	New	+$1.03M	0.1%	163
2023 Q3	–	Sell	-700	Closed	-$61.8K	–	948
2023 Q2	$61.8K	Buy	+700	New	+$61.8K	0.01%	281