Morningstar Investment Services’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	$1.53M	Sell	14,011 -17,884	-56%	-$1.95M	0.28%	79
2024 Q4	$3M	Sell	31,895 -257,957	-89%	-$24.3M	0.27%	88
2024 Q3	$27.6M	Sell	289,852 -622	-0.2%	-$59.3K	0.28%	90
2024 Q2	$22.8M	Buy	+290,474	New	+$22.8M	0.25%	97