Shakespeare Wealth Management’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.94M	Sell	25,352 -247	-1%	-$27.8K	0.7%	18
2025 Q4	$2.7M	Sell	25,599 -8	-0%	-$886	0.6%	20
2025 Q3	$2.93M	Buy	25,607 +223	+0.9%	+$24.2K	0.67%	18
2025 Q2	$2.65M	Hold	25,384	–	–	0.71%	18
2025 Q1	$2.77M	Sell	25,384 -168	-0.7%	-$17.2K	0.74%	18
2024 Q4	$2.4M	Sell	25,552 -173	-0.7%	-$16.8K	0.65%	20
2024 Q3	$2.47M	Buy	25,725 +380	+1%	+$33.7K	0.65%	20
2024 Q2	$1.99M	Buy	25,345 +76	+0.3%	+$6.17K	0.57%	22
2024 Q1	$2.08M	Sell	25,269 -317	-1%	-$25.5K	0.6%	22
2023 Q4	$2.15M	Hold	25,586	–	–	0.67%	22
2023 Q3	$2.06M	Buy	25,586 +522	+2%	+$45.4K	0.72%	21
2023 Q2	$2.21M	Buy	25,064 +200	+0.8%	+$18.5K	0.76%	20
2023 Q1	$2.36M	Hold	24,864	–	–	0.84%	20
2022 Q4	$2.33M	Hold	24,864	–	–	0.86%	20
2022 Q3	$2.22M	Hold	24,864	–	–	0.94%	17
2022 Q2	$2.47M	Hold	24,864	–	–	1%	20
2022 Q1	$2.5M	Hold	24,864	–	–	0.9%	20
2021 Q4	$2.41M	Hold	24,864	–	–	0.86%	20
2021 Q3	$2.18M	Hold	24,864	–	–	0.84%	20
2021 Q2	$2.4M	Buy	24,864 +14,988	+152%	+$1.41M	0.92%	20
2021 Q1	$924K	Hold	9,876	–	–	0.38%	34
2020 Q4	$909K	Sell	9,876 -731	-7%	-$71.1K	0.4%	34
2020 Q3	$1.03M	Sell	10,607 -1,295	-11%	-$121K	0.54%	32
2020 Q2	$1.04M	Buy	+11,902	New	+$1.07M	0.61%	30