Petrus Trust Company’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,651	Closed	-$600K	–	765
2024 Q2	$600K	Buy	7,651 +2,507	+49%	+$197K	0.06%	163
2024 Q1	$422K	Sell	5,144 -849	-14%	-$69.7K	0.04%	287
2023 Q4	$504K	Buy	+5,993	New	+$504K	0.05%	216