Measured Wealth Private Client Group’s WEC Energy WEC Stock Holding History

Measured Wealth Private Client Group’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
2025 Q3	$162K	Buy
2022 Q3	–	Sell
2022 Q2	$212K	Hold
2022 Q1	$210K	Hold
2021 Q4	$204K	Buy
2021 Q1	–	Sell
2020 Q4	$200K	Hold
2020 Q3	$211K	Buy
2018 Q4	–	Sell
2018 Q3	$47K	Buy