SWM
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Segment Wealth Management’s WEC Energy WEC Stock Holding History

Segment Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$485K Buy
4,650
+794
+21% +$82.7K 0.03% 206
2025
Q1 		$420K Buy
+3,856
New +$420K 0.03% 210