Heritage Family Offices’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	$1.39M	Buy	12,961 +4	+0%	+$430	0.7%	32
2025 Q1	$1.41M	Buy	+12,957	New	+$1.41M	0.72%	31