Mount Yale Investment Advisors’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	$127K	Buy	+1,222	New	+$127K	0.01%	618
2018 Q3	–	Sell	-4,660	Closed	-$301K	–	1004
2018 Q2	$301K	Buy	4,660 +159	+4%	+$10.3K	0.06%	247
2018 Q1	$282K	Buy	+4,501	New	+$282K	0.06%	249