Sierra Summit Advisors’s WEC Energy WEC Stock Holding History

Sierra Summit Advisors’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$893K	Buy
2025 Q2	$798K	Sell
2025 Q1	$836K	Buy
2024 Q4	$696K	Buy
2024 Q3	$536K	Buy
2024 Q2	$365K	Buy