New Century Financial Group’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	–	Sell	-3,084	Closed	-$336K	–	174
2025 Q1	$336K	Buy	3,084 +54	+2%	+$5.89K	0.39%	88
2024 Q4	$284K	Sell	3,030 -449	-13%	-$42.1K	0.12%	222
2024 Q3	$335K	Buy	3,479 +531	+18%	+$51.1K	0.12%	206
2024 Q2	$231K	Buy	+2,948	New	+$231K	0.1%	251