Triangle Securities Wealth Management’s WEC Energy WEC Stock Holding History

Triangle Securities Wealth Management’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	$892K	Buy
2025 Q2	$810K	Sell
2025 Q1	$852K	Buy
2024 Q4	$692K	Sell
2024 Q3	$728K	Sell
2024 Q2	$596K	Buy
2024 Q1	$477K	Buy
2013 Q3	–	Sell
2013 Q2	$25K	Buy