WEC ENERGY GROUP INC COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| HENNESSY ADVISORS INC | 149,140 | 151,140 | +2,000 | 0.62 | 0.56 | -0.06 | buy |
| First American Bank | 35,031 | 35,796 | +765 | 0.25 | 0.23 | -0.02 | buy |
| Stokes Capital Advisors, LLC | 2,050 | 2,684 | +634 | 0.05 | 0.07 | +0.01 | buy |
| Lantz Financial LLC | 26,273 | 26,829 | +556 | 0.63 | 0.57 | -0.06 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,319 | 4,507 | +188 | 0.13 | 0.11 | -0.02 | buy |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 67,683 | 67,866 | +183 | 1.01 | 0.91 | -0.10 | buy |
| SUMMITRY LLC | 1,889 | 2,065 | +176 | 0.01 | 0.01 | +0.00 | buy |
| Integris Wealth Management, LLC | 2,477 | 2,638 | +161 | 0.07 | 0.06 | -0.00 | buy |
| Sound Income Strategies, LLC | 2,140 | 2,220 | +80 | 0.01 | 0.01 | -0.00 | buy |
| GREENLEAF TRUST | 7,998 | 8,036 | +38 | 0.01 | 0.01 | -0.00 | buy |
| HHM Wealth Advisors, LLC | 485 | 516 | +31 | 0.01 | 0.01 | -0.00 | buy |
| Cornell Pochily Investment Advisors, Inc. | 12,146 | 12,167 | +21 | 0.41 | 0.38 | -0.03 | buy |
| Insight Wealth Strategies, LLC | 3,199 | 3,218 | +19 | 0.04 | 0.04 | -0.00 | buy |
| Chesley Taft & Associates LLC | 4,482 | 4,460 | -22 | 0.02 | 0.02 | -0.00 | sell |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 3,824 | 3,791 | -33 | 0.04 | 0.03 | -0.00 | sell |
| Balefire, LLC | 2,048 | 1,978 | -70 | 0.04 | 0.04 | -0.01 | sell |
| Liberty Capital Management, Inc. | 2,149 | 1,899 | -250 | 0.04 | 0.04 | -0.00 | sell |
| FIRST UNITED BANK & TRUST | 8,045 | 7,280 | -765 | 0.30 | 0.24 | -0.06 | sell |
| COUNTRY TRUST BANK | 262,887 | 243,308 | -19,579 | 0.58 | 0.50 | -0.08 | sell |