Stonehaven Wealth & Tax Solutions’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	$364K	Buy	3,498 +55	+2%	+$5.73K	0.36%	44
2025 Q1	$375K	Sell	3,443 -5	-0.1%	-$545	0.4%	41
2024 Q4	$324K	Buy	+3,448	New	+$324K	0.35%	62