Mowery & Schoenfeld Wealth Management’s WEC Energy WEC Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Sell
2025 Q1	$447K	Buy
2024 Q4	$208K	Buy
2024 Q3	$205K	Hold
2024 Q2	$167K	Hold
2024 Q1	$175K	Hold
2023 Q4	$180K	Buy