Fiduciary Financial Group’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	$242K	Buy	2,307 +81	+4%	+$8.49K	0.04%	265
2025 Q1	$235K	Sell	2,226 -414	-16%	-$43.7K	0.05%	244
2024 Q4	$247K	Sell	2,640 -44	-2%	-$4.11K	0.05%	237
2024 Q3	$253K	Buy	2,684 +78	+3%	+$7.36K	0.06%	229
2024 Q2	$211K	Buy	+2,606	New	+$211K	0.05%	247