Synergy Investment Management’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	–	Sell	-91	Closed	-$9.93K	–	570
2025 Q1	$9.93K	Sell	91 -1	-1%	-$109	﹤0.01%	387
2024 Q4	$8.57K	Buy	+92	New	+$8.57K	﹤0.01%	406