Longfellow Investment Management’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,840	Closed	-$267K	–	313
2024 Q4	$267K	Sell	2,840 -182	-6%	-$17.1K	0.07%	130
2024 Q3	$291K	Buy	3,022 +18	+0.6%	+$1.73K	0.07%	132
2024 Q2	$236K	Buy	3,004 +21	+0.7%	+$1.65K	0.06%	134
2024 Q1	$245K	Buy	+2,983	New	+$245K	0.06%	138