Marshall 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 Q2	$456K	Buy	4,372 +36	+0.8%	+$3.75K	2.16%	13
2025 Q1	$473K	Sell	4,336 -47	-1%	-$5.12K	0.29%	51
2024 Q4	$422K	Buy	+4,383	New	+$422K	0.25%	53