NWM
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Northcape Wealth Management’s WEC Energy WEC Stock Holding History

Northcape Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,530
Closed -$465K – 140
2023
Q4 		$465K Buy
+5,530
New +$465K 0.17% 98