Ancora 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 | $69.6K | Sell |
596
-98
| -14% | -$11.2K | ﹤0.01% | 985 |
|
|
2026
Q1 | $80.3K | Sell |
694
-55
| -7% | -$6.18K | ﹤0.01% | 979 |
|
|
2025
Q4 | $79K | Buy |
749
+195
| +35% | +$21.6K | ﹤0.01% | 998 |
|
|
2025
Q3 | $63.5K | Hold |
554
| – | – | ﹤0.01% | 981 |
|
|
2025
Q2 | $57.7K | Buy |
554
+200
| +56% | +$21.3K | ﹤0.01% | 992 |
|
|
2025
Q1 | $38.6K | Hold |
354
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q4 | $33.3K | Hold |
354
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q3 | $34K | Sell |
354
-57
| -14% | -$5.05K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $32.2K | Hold |
411
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q1 | $33.8K | Hold |
411
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q4 | $34.6K | Hold |
411
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q3 | $33.1K | Buy |
411
+61
| +17% | +$5.3K | ﹤0.01% | 1016 |
|
|
2023
Q2 | $30.9K | Hold |
350
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q1 | $33.2K | Sell |
350
-7
| -2% | -$648 | ﹤0.01% | 1006 |
|
|
2022
Q4 | $34K | Buy |
357
+7
| +2% | +$647 | ﹤0.01% | 1052 |
|
|
2022
Q3 | $31K | Sell |
350
-124
| -26% | -$12.7K | ﹤0.01% | 1220 |
|
|
2022
Q2 | $48K | Sell |
474
-54
| -10% | -$5.47K | ﹤0.01% | 1191 |
|
|
2022
Q1 | $53K | Sell |
528
-30
| -5% | -$2.83K | ﹤0.01% | 1220 |
|
|
2021
Q4 | $54K | Hold |
558
| – | – | ﹤0.01% | 1231 |
|
|
2021
Q3 | $49K | Buy |
558
+30
| +6% | +$2.81K | ﹤0.01% | 1201 |
|
|
2021
Q2 | $47K | Hold |
528
| – | – | ﹤0.01% | 1135 |
|
|
2021
Q1 | $49K | Sell |
528
-29
| -5% | -$2.53K | ﹤0.01% | 1078 |
|
|
2020
Q4 | $51K | Buy |
557
+207
| +59% | +$20.1K | ﹤0.01% | 876 |
|
|
2020
Q3 | $34K | Hold |
350
| – | – | ﹤0.01% | 926 |
|
|
2020
Q2 | $31K | Sell |
350
-17
| -5% | -$1.53K | ﹤0.01% | 917 |
|
|
2020
Q1 | $32K | Buy |
367
+17
| +5% | +$1.64K | ﹤0.01% | 977 |
|
|
2019
Q4 | $32K | Buy |
+350
| New | +$31.9K | ﹤0.01% | 979 |
|
|
2018
Q4 | – | Sell |
-520
| Closed | -$35K | – | 1185 |
|
|
2018
Q3 | $35K | Buy |
+520
| New | +$34.7K | ﹤0.01% | 968 |
|
|
2017
Q1 | – | Sell |
-720
| Closed | -$42K | – | 1072 |
|
|
2016
Q4 | $42K | Buy |
+720
| New | +$41.3K | ﹤0.01% | 807 |
|
Other funds holding WEC
Ancora Advisors's WEC Position: Q2 2026 in Review
Ancora Advisors reduced its WEC Energy (WEC) stake by 14% in Q2 2026, selling an estimated $11.2K and leaving 596 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #985.
Ancora Advisors first reported a position in WEC in Q4 2016 and has held it in 29 quarters since. The position peaked at $80.3K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Ancora Advisors held 596 shares of WEC Energy worth $69.6K as of Q2 2026.
- Ancora Advisors sold 98 WEC Energy shares in Q2 2026, an estimated $11.2K.
- WEC Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #985 holding.
- Ancora Advisors first reported a position in WEC Energy in Q4 2016 and has held it in 29 quarters since.
- Ancora Advisors's WEC Energy position peaked at $80.3K in Q1 2026.
- 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.