McCarter Private Wealth Services’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
Q3
$316K Hold
2025
Q2
$287K Hold
2025
Q1
$301K Sell
2024
Q4
$261K Hold
2024
Q3
$267K Buy