Financial Gravity Asset Management’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30	Closed	-$3.44K	–	952
2025 Q3	$3.44K	Buy	+30	New	+$3.25K	﹤0.01%	724
2024 Q2	$628	Sell	8 -45	-85%	-$3.65K	﹤0.01%	887
2024 Q1	$4.37K	Sell	53 -78	-60%	-$6.27K	﹤0.01%	891
2023 Q4	$10.9K	Buy	131 +3	+2%	+$247	﹤0.01%	773
2023 Q3	$10.5K	Buy	128 +40	+45%	+$3.48K	﹤0.01%	591
2023 Q2	$3.81K	Sell	88 -7	-7%	-$647	0.01%	522
2023 Q1	$355	Buy	95 +1	+1%	+$93	0.01%	504
2022 Q4	$3.56K	Sell	94 -529	-85%	-$48.9K	0.02%	453
2022 Q3	$320	Sell	623 -84	-12%	-$8.58K	0.01%	464
2022 Q2	$362	Buy	707 +7	+1%	+$710	0.01%	432
2022 Q1	$360	Sell	700 -76	-10%	-$7.18K	0.01%	469
2021 Q4	$362	Buy	776 +772	+19,300%	+$70.6K	0.01%	535
2021 Q3	$88K	Buy	+4	New	+$375	0.04%	391
2019 Q4	–	Sell	-252	Closed	-$24K	–	1738
2019 Q3	$24K	Buy	252 +204	+425%	+$18.4K	0.02%	428
2019 Q2	$4K	Sell	48 -67	-58%	-$5.37K	﹤0.01%	753
2019 Q1	$9K	Buy	+115	New	+$8.53K	0.01%	585
2018 Q3	$186K	Sell	2,660 -183	-6%	-$12.2K	0.19%	131
2018 Q2	$191K	Buy	2,843 +470	+20%	+$29.2K	0.18%	126
2018 Q1	$153K	Buy	+2,373	New	+$147K	0.16%	136