Summit Financial’s WEC Energy WEC Stock Holding History

Summit Financial’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 Q2	$1.09M	Buy
2025 Q1	$1.08M	Buy
2024 Q4	$932K	Buy
2024 Q3	$585K	Buy
2024 Q2	$471K	Buy
2024 Q1	$429K	Sell
2023 Q4	$450K	Sell
2023 Q3	$450K	Buy
2023 Q2	$493K	Buy