Atria Investments’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
Q1 | $10.1M | Buy |
87,590
+12,313
| +16% | +$1.38M | 0.11% | 192 |
|
|
2025
Q4 | $7.94M | Buy |
75,277
+4,935
| +7% | +$546K | 0.09% | 245 |
|
|
2025
Q3 | $8.06M | Buy |
70,342
+1,000
| +1% | +$108K | 0.09% | 244 |
|
|
2025
Q2 | $7.23M | Buy |
69,342
+2,481
| +4% | +$264K | 0.09% | 274 |
|
|
2025
Q1 | $7.29M | Buy |
66,861
+3,157
| +5% | +$322K | 0.09% | 250 |
|
|
2024
Q4 | $5.99M | Buy |
63,704
+831
| +1% | +$80.6K | 0.07% | 296 |
|
|
2024
Q3 | $6.05M | Buy |
62,873
+7,646
| +14% | +$678K | 0.08% | 298 |
|
|
2024
Q2 | $4.33M | Buy |
55,227
+8,711
| +19% | +$708K | 0.06% | 380 |
|
|
2024
Q1 | $3.82M | Sell |
46,516
-530
| -1% | -$42.6K | 0.05% | 418 |
|
|
2023
Q4 | $3.96M | Buy |
47,046
+5,646
| +14% | +$465K | 0.06% | 355 |
|
|
2023
Q3 | $3.33M | Sell |
41,400
-12,099
| -23% | -$1.05M | 0.06% | 396 |
|
|
2023
Q2 | $4.72M | Sell |
53,499
-2,899
| -5% | -$268K | 0.09% | 275 |
|
|
2023
Q1 | $5.35M | Sell |
56,398
-1,382
| -2% | -$128K | 0.1% | 246 |
|
|
2022
Q4 | $5.42M | Sell |
57,780
-1,945
| -3% | -$180K | 0.11% | 230 |
|
|
2022
Q3 | $5.34M | Buy |
59,725
+1,418
| +2% | +$145K | 0.12% | 216 |
|
|
2022
Q2 | $5.87M | Buy |
58,307
+20,081
| +53% | +$2.04M | 0.12% | 204 |
|
|
2022
Q1 | $3.81M | Buy |
38,226
+308
| +0.8% | +$29.1K | 0.07% | 350 |
|
|
2021
Q4 | $3.68M | Buy |
37,918
+5,920
| +19% | +$541K | 0.07% | 366 |
|
|
2021
Q3 | $2.82M | Buy |
31,998
+5,355
| +20% | +$502K | 0.05% | 410 |
|
|
2021
Q2 | $2.37M | Buy |
26,643
+3,427
| +15% | +$323K | 0.05% | 437 |
|
|
2021
Q1 | $2.17M | Buy |
23,216
+2,007
| +9% | +$175K | 0.05% | 426 |
|
|
2020
Q4 | $1.95M | Sell |
21,209
-1,233
| -5% | -$120K | 0.05% | 424 |
|
|
2020
Q3 | $2.17M | Buy |
22,442
+303
| +1% | +$28.2K | 0.07% | 319 |
|
|
2020
Q2 | $1.94M | Buy |
22,139
+1,628
| +8% | +$147K | 0.07% | 319 |
|
|
2020
Q1 | $1.81M | Buy |
20,511
+570
| +3% | +$54.8K | 0.14% | 148 |
|
|
2019
Q4 | $1.84M | Buy |
19,941
+12,018
| +152% | +$1.1M | 0.05% | 336 |
|
|
2019
Q3 | $754K | Buy |
7,923
+1,688
| +27% | +$152K | 0.03% | 495 |
|
|
2019
Q2 | $559K | Buy |
6,235
+393
| +7% | +$31.5K | 0.02% | 550 |
|
|
2019
Q1 | $462K | Sell |
5,842
-122
| -2% | -$9.05K | 0.02% | 554 |
|
|
2018
Q4 | $413K | Sell |
5,964
-574
| -9% | -$40.3K | 0.02% | 563 |
|
|
2018
Q3 | $436K | Buy |
6,538
+901
| +16% | +$60.1K | 0.02% | 635 |
|
|
2018
Q2 | $364K | Buy |
5,637
+1,372
| +32% | +$85.3K | 0.02% | 672 |
|
|
2018
Q1 | $267K | Sell |
4,265
-194
| -4% | -$12K | 0.01% | 715 |
|
|
2017
Q4 | $296K | Sell |
4,459
-255
| -5% | -$17.1K | 0.01% | 652 |
|
|
2017
Q3 | $296K | Buy |
4,714
+644
| +16% | +$41.1K | 0.02% | 612 |
|
|
2017
Q2 | $250K | Buy |
+4,070
| New | +$251K | 0.02% | 627 |
|
Other funds holding WEC
VCM
VPM
Atria Investments's WEC Position: Q1 2026 in Review
Atria Investments increased its WEC Energy (WEC) stake by 16% in Q1 2026, buying an estimated $1.38M and bringing the position to 87,590 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #192.
Atria Investments first reported a position in WEC in Q2 2017 and has held it in 36 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Atria Investments held 87,590 shares of WEC Energy worth $10.1M as of Q1 2026.
- Atria Investments bought 12,313 WEC Energy shares in Q1 2026, an estimated $1.38M.
- WEC Energy made up 0.11% of Atria Investments's portfolio in Q1 2026, its #192 holding.
- Atria Investments first reported a position in WEC Energy in Q2 2017 and has held it in 36 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.