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Ancora Advisors’s WEC Energy WEC Stock Holding History

Ancora Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ancora Advisors's WEC Position: Q1 2026 in Review

Ancora Advisors reduced its WEC Energy (WEC) stake by 7.3% in Q1 2026, selling an estimated $6.18K and leaving 694 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Ancora Advisors first reported a position in WEC in Q4 2016 and has held it in 28 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Ancora Advisors held 694 shares of WEC Energy worth $80.3K as of Q1 2026.
  • Ancora Advisors sold 55 WEC Energy shares in Q1 2026, an estimated $6.18K.
  • WEC Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #979 holding.
  • Ancora Advisors first reported a position in WEC Energy in Q4 2016 and has held it in 28 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.