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Smith Group Asset Management’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.44M Sell
23,440
-4,560
-16% -$475K 0.16% 55
2025
Q1
$3.05M Hold
28,000
0.23% 51
2024
Q4
$2.63M Buy
+28,000
New +$2.63M 0.19% 56