Medallion Wealth Advisors, LLC’s WEC Energy WEC Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio WEC Stock Details WEC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.4K	Hold
2025 Q4	$35K	Hold
2025 Q3	$38K	Hold
2025 Q2	$34.8K	Hold
2025 Q1	$36.2K	Hold
2024 Q4	$31.2K	Buy