Summit Securities Group’s WEC Energy WEC Stock Holding History

Summit Securities Group’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 Q3	$63.6K	Buy
2025 Q2	$22.4K	Buy
2023 Q3	–	Sell
2023 Q2	$36K	Sell
2023 Q1	$59K	Buy
2022 Q4	$30K	Sell
2022 Q3	$103K	Buy
2022 Q2	$68K	Buy
2022 Q1	$13K	Buy
2015 Q3	–	Sell
2015 Q2	$49K	Buy