Simplicity Wealth’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	$563K	Buy	+5,402	New	+$563K	0.02%	429
2024 Q3	–	Sell	-7,896	Closed	-$620K	–	1217
2024 Q2	$620K	Buy	7,896 +165	+2%	+$12.9K	0.01%	672
2024 Q1	$635K	Buy	+7,731	New	+$635K	0.02%	653