ShankerValleau Wealth Advisors’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
$208K Hold
1,993
0.06% 37
2025
Q1
$217K Buy
+1,993
New +$217K 0.07% 34