Strategic Wealth Partners’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	$11.4K	Buy	+109	New	+$11.4K	﹤0.01%	759
2018 Q2	–	Sell	-150	Closed	-$9K	–	840
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	578
2017 Q4	$11K	Buy	+150	New	+$11K	0.01%	490