Albion Financial Group’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 | $7.51M | Buy |
64,349
+1,193
| +2% | +$136K | 0.44% | 53 |
|
|
2026
Q1 | $7.31M | Sell |
63,156
-415
| -0.7% | -$46.6K | 0.47% | 52 |
|
|
2025
Q4 | $6.7M | Sell |
63,571
-462
| -0.7% | -$51.2K | 0.42% | 54 |
|
|
2025
Q3 | $7.34M | Buy |
64,033
+1,273
| +2% | +$138K | 0.44% | 55 |
|
|
2025
Q2 | $6.54M | Buy |
62,760
+809
| +1% | +$86.1K | 0.43% | 58 |
|
|
2025
Q1 | $6.75M | Buy |
61,951
+5,548
| +10% | +$567K | 0.48% | 53 |
|
|
2024
Q4 | $5.3M | Buy |
56,403
+74
| +0.1% | +$7.17K | 0.36% | 54 |
|
|
2024
Q3 | $5.42M | Buy |
56,329
+1,940
| +4% | +$172K | 0.38% | 57 |
|
|
2024
Q2 | $4.27M | Buy |
54,389
+2,710
| +5% | +$220K | 0.32% | 60 |
|
|
2024
Q1 | $4.24M | Buy |
51,679
+1,087
| +2% | +$87.4K | 0.33% | 61 |
|
|
2023
Q4 | $4.26M | Sell |
50,592
-176
| -0.3% | -$14.5K | 0.35% | 57 |
|
|
2023
Q3 | $4.09M | Buy |
50,768
+8,674
| +21% | +$754K | 0.38% | 54 |
|
|
2023
Q2 | $3.71M | Sell |
42,094
-445
| -1% | -$41.1K | 0.33% | 62 |
|
|
2023
Q1 | $4.03M | Sell |
42,539
-1,546
| -4% | -$143K | 0.37% | 58 |
|
|
2022
Q4 | $4.13M | Sell |
44,085
-439
| -1% | -$40.6K | 0.4% | 54 |
|
|
2022
Q3 | $3.98M | Buy |
44,524
+216
| +0.5% | +$22.1K | 0.41% | 53 |
|
|
2022
Q2 | $4.46M | Buy |
44,308
+1,926
| +5% | +$195K | 0.44% | 52 |
|
|
2022
Q1 | $4.23M | Sell |
42,382
-3,415
| -7% | -$322K | 0.36% | 59 |
|
|
2021
Q4 | $4.45M | Buy |
45,797
+14
| +0% | +$1.28K | 0.35% | 60 |
|
|
2021
Q3 | $4.04M | Buy |
45,783
+665
| +1% | +$62.4K | 0.35% | 62 |
|
|
2021
Q2 | $4.01M | Buy |
+45,118
| New | +$4.25M | 0.35% | 63 |
|
|
2020
Q4 | $3.78M | Buy |
41,071
+10
| +0% | +$973 | 0.37% | 58 |
|
|
2020
Q3 | $3.98M | Buy |
41,061
+543
| +1% | +$50.6K | 0.43% | 53 |
|
|
2020
Q2 | $3.55M | Buy |
40,518
+120
| +0.3% | +$10.8K | 0.42% | 51 |
|
|
2020
Q1 | $3.56M | Buy |
40,398
+238
| +0.6% | +$22.9K | 0.52% | 42 |
|
|
2019
Q4 | $3.7M | Buy |
40,160
+854
| +2% | +$77.9K | 0.44% | 55 |
|
|
2019
Q3 | $3.74M | Sell |
39,306
-102
| -0.3% | -$9.19K | 0.48% | 50 |
|
|
2019
Q2 | $3.29M | Buy |
39,408
+662
| +2% | +$53.1K | 0.42% | 52 |
|
|
2019
Q1 | $3.06M | Buy |
38,746
+1,172
| +3% | +$87K | 0.42% | 51 |
|
|
2018
Q4 | $2.6M | Buy |
+37,574
| New | +$2.64M | 0.41% | 53 |
|
Other funds holding WEC
Albion Financial Group's WEC Position: Q2 2026 in Review
Albion Financial Group increased its WEC Energy (WEC) stake by 1.9% in Q2 2026, buying an estimated $136K and bringing the position to 64,349 shares worth $7.51M. The position accounts for 0.44% of the portfolio, ranked #53.
Albion Financial Group first reported a position in WEC in Q4 2018 and has held it in 30 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Albion Financial Group held 64,349 shares of WEC Energy worth $7.51M as of Q2 2026.
- Albion Financial Group bought 1,193 WEC Energy shares in Q2 2026, an estimated $136K.
- WEC Energy made up 0.44% of Albion Financial Group's portfolio in Q2 2026, its #53 holding.
- Albion Financial Group first reported a position in WEC Energy in Q4 2018 and has held it in 30 quarters since.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.