Vantage Financial Partners (Wisconsin)’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$900K	Buy	8,538 +48	+0.6%	+$5.32K	0.18%	74
2025 Q3	$973K	Buy	8,490 +50	+0.6%	+$5.42K	0.2%	64
2025 Q2	$880K	Buy	8,440 +47	+0.6%	+$5K	0.2%	69
2025 Q1	$915K	Buy	8,393 +48	+0.6%	+$4.9K	0.23%	63
2024 Q4	$785K	Buy	8,345 +40	+0.5%	+$3.88K	0.2%	71
2024 Q3	$799K	Buy	8,305 +116	+1%	+$10.3K	0.2%	72
2024 Q2	$642K	Sell	8,189 -1,100	-12%	-$89.4K	0.17%	66
2024 Q1	$763K	Buy	9,289 +1,604	+21%	+$129K	0.21%	57
2023 Q4	$647K	Buy	7,685 +1,547	+25%	+$127K	0.19%	56
2023 Q3	$494K	Buy	6,138 +45	+0.7%	+$3.91K	0.19%	39
2023 Q2	$538K	Buy	6,093 +45	+0.7%	+$4.16K	0.2%	33
2023 Q1	$573K	Buy	6,048 +42	+0.7%	+$3.89K	0.23%	37
2022 Q4	$563K	Buy	6,006 +17	+0.3%	+$1.57K	0.34%	24
2022 Q3	$536K	Buy	5,989 +34	+0.6%	+$3.47K	0.36%	25
2022 Q2	$599K	Buy	5,955 +33	+0.6%	+$3.35K	0.35%	19
2022 Q1	$591K	Sell	5,922 -74	-1%	-$6.99K	0.3%	24
2021 Q4	$582K	Buy	+5,996	New	+$548K	0.23%	27