1834 Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.59M | Buy |
56,469
+75
| +0.1% | +$8.56K | 0.75% | 35 |
|
|
2026
Q1 | $6.53M | Buy |
56,394
+163
| +0.3% | +$18.3K | 0.81% | 36 |
|
|
2025
Q4 | $5.93M | Sell |
56,231
-1,280
| -2% | -$142K | 0.74% | 36 |
|
|
2025
Q3 | $6.59M | Sell |
57,511
-1,418
| -2% | -$154K | 0.81% | 39 |
|
|
2025
Q2 | $6.14M | Sell |
58,929
-1,749
| -3% | -$186K | 0.78% | 41 |
|
|
2025
Q1 | $6.61M | Sell |
60,678
-12,977
| -18% | -$1.33M | 0.85% | 34 |
|
|
2024
Q4 | $6.93M | Sell |
73,655
-8,197
| -10% | -$795K | 0.88% | 31 |
|
|
2024
Q3 | $7.87M | Sell |
81,852
-604
| -0.7% | -$53.5K | 0.92% | 31 |
|
|
2024
Q2 | $6.47M | Buy |
82,456
+11,767
| +17% | +$956K | 0.78% | 35 |
|
|
2024
Q1 | $5.8M | Buy |
70,689
+64,977
| +1,138% | +$5.23M | 0.69% | 47 |
|
|
2023
Q4 | $481K | Sell |
5,712
-5,432
| -49% | -$447K | 0.06% | 172 |
|
|
2023
Q3 | $898K | Buy |
11,144
+989
| +10% | +$85.9K | 0.11% | 125 |
|
|
2023
Q2 | $896K | Buy |
10,155
+564
| +6% | +$52.1K | 0.11% | 128 |
|
|
2023
Q1 | $909K | Buy |
9,591
+3,403
| +55% | +$315K | 0.11% | 132 |
|
|
2022
Q4 | $580K | Hold |
6,188
| – | – | 0.08% | 125 |
|
|
2022
Q3 | $553K | Hold |
6,188
| – | – | 0.08% | 119 |
|
|
2022
Q2 | $623K | Buy |
6,188
+675
| +12% | +$68.4K | 0.09% | 117 |
|
|
2022
Q1 | $550K | Sell |
5,513
-600
| -10% | -$56.7K | 0.07% | 130 |
|
|
2021
Q4 | $593K | Sell |
6,113
-205
| -3% | -$18.7K | 0.07% | 128 |
|
|
2021
Q3 | $557K | Buy |
6,318
+100
| +2% | +$9.38K | 0.07% | 130 |
|
|
2021
Q2 | $553K | Hold |
6,218
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $582K | Sell |
6,218
-200
| -3% | -$17.4K | 0.08% | 121 |
|
|
2020
Q4 | $591K | Sell |
6,418
-130
| -2% | -$12.6K | 0.08% | 113 |
|
|
2020
Q3 | $635K | Buy |
6,548
+200
| +3% | +$18.6K | 0.09% | 106 |
|
|
2020
Q2 | $556K | Sell |
6,348
-20
| -0.3% | -$1.8K | 0.09% | 108 |
|
|
2020
Q1 | $561K | Sell |
6,368
-31
| -0.5% | -$2.98K | 0.11% | 106 |
|
|
2019
Q4 | $590K | Hold |
6,399
| – | – | 0.09% | 111 |
|
|
2019
Q3 | $609K | Sell |
6,399
-600
| -9% | -$54.1K | 0.09% | 114 |
|
|
2019
Q2 | $584K | Sell |
6,999
-330
| -5% | -$26.5K | 0.09% | 109 |
|
|
2019
Q1 | $579K | Sell |
7,329
-25
| -0.3% | -$1.85K | 0.09% | 112 |
|
|
2018
Q4 | $510K | Sell |
7,354
-759
| -9% | -$53.3K | 0.09% | 115 |
|
|
2018
Q3 | $542K | Hold |
8,113
| – | – | 0.08% | 120 |
|
|
2018
Q2 | $525K | Sell |
8,113
-2,429
| -23% | -$151K | 0.08% | 117 |
|
|
2018
Q1 | $661K | Buy |
10,542
+179
| +2% | +$11.1K | 0.11% | 109 |
|
|
2017
Q4 | $688K | Buy |
10,363
+6,457
| +165% | +$433K | 0.11% | 114 |
|
|
2017
Q3 | $245K | Hold |
3,906
| – | – | 0.05% | 151 |
|
|
2017
Q2 | $240K | Sell |
3,906
-1,218
| -24% | -$75.2K | 0.05% | 158 |
|
|
2017
Q1 | $311K | Buy |
+5,124
| New | +$302K | 0.06% | 155 |
|
|
2016
Q1 | – | Sell |
-4,260
| Closed | -$219K | – | 180 |
|
|
2015
Q4 | $219K | Buy |
4,260
+300
| +8% | +$15.3K | 0.05% | 170 |
|
|
2015
Q3 | $207K | Buy |
+3,960
| New | +$193K | 0.05% | 184 |
|
|
2014
Q2 | – | Sell |
-10,246
| Closed | -$477K | – | 167 |
|
|
2014
Q1 | $477K | Buy |
+10,246
| New | +$441K | 0.14% | 104 |
|
Other funds holding WEC
1834 Investment Advisors's WEC Position: Q2 2026 in Review
1834 Investment Advisors increased its WEC Energy (WEC) stake by 0.13% in Q2 2026, buying an estimated $8.56K and bringing the position to 56,469 shares worth $6.59M. The position accounts for 0.75% of the portfolio, ranked #35.
1834 Investment Advisors first reported a position in WEC in Q1 2014 and has held it in 41 quarters since. The position peaked at $7.87M in Q3 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- 1834 Investment Advisors held 56,469 shares of WEC Energy worth $6.59M as of Q2 2026.
- 1834 Investment Advisors bought 75 WEC Energy shares in Q2 2026, an estimated $8.56K.
- WEC Energy made up 0.75% of 1834 Investment Advisors's portfolio in Q2 2026, its #35 holding.
- 1834 Investment Advisors first reported a position in WEC Energy in Q1 2014 and has held it in 41 quarters since.
- 1834 Investment Advisors's WEC Energy position peaked at $7.87M in Q3 2024.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.