Zhang Financial’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	-4,967	Closed	-$541K	–	315
2025 Q1	$541K	Buy	4,967 +6	+0.1%	+$654	0.03%	201
2024 Q4	$467K	Sell	4,961 -2,511	-34%	-$236K	0.03%	205
2024 Q3	$719K	Buy	+7,472	New	+$719K	0.05%	171