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B. Riley Wealth Advisors’s WEC Energy WEC Stock Holding History

B. Riley Wealth 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
Q2 		$335K Sell
2,824
-287
-9% -$32.7K 0.02% 587
2026
Q1 		$359K Sell
3,111
-167
-5% -$18.8K 0.02% 528
2025
Q4 		$346K Sell
3,278
-220
-6% -$24.4K 0.02% 655
2025
Q3 		$401K Buy
3,498
+288
+9% +$31.2K 0.02% 608
2025
Q2 		$334K Buy
+3,210
New +$342K 0.02% 665
2024
Q4 		$463K Sell
4,922
-11
-0.2% -$1.07K 0.02% 722
2024
Q3 		$475K Sell
4,933
-681
-12% -$60.4K 0.01% 758
2024
Q2 		$441K Sell
5,614
-1,262
-18% -$103K 0.01% 870
2024
Q1 		$554K Buy
6,876
+142
+2% +$11.4K 0.02% 743
2023
Q4 		$567K Sell
6,734
-142
-2% -$11.7K 0.02% 753
2023
Q3 		$554K Buy
6,876
+1,786
+35% +$155K 0.02% 743
2023
Q2 		$449K Sell
5,090
-4,065
-44% -$376K 0.01% 905
2023
Q1 		$868K Buy
9,155
+641
+8% +$59.3K 0.02% 585
2022
Q4 		$798K Sell
8,514
-553
-6% -$51.1K 0.02% 614
2022
Q3 		$812K Buy
9,067
+5,792
+177% +$592K 0.02% 570
2022
Q2 		$331K Buy
3,275
+757
+30% +$76.8K 0.01% 832
2022
Q1 		$252K Sell
2,518
-1,823
-42% -$172K 0.01% 1092
2021
Q4 		$422K Buy
4,341
+211
+5% +$19.3K 0.01% 912
2021
Q3 		$365K Buy
4,130
+1,224
+42% +$115K 0.01% 936
2021
Q2 		$259K Sell
2,906
-7
-0.2% -$659 0.01% 1109
2021
Q1 		$273K Sell
2,913
-2,185
-43% -$190K 0.01% 1043
2020
Q4 		$470K Sell
5,098
-311
-6% -$30.3K 0.03% 554
2020
Q3 		$525K Buy
5,409
+6
+0.1% +$559 0.03% 512
2020
Q2 		$474K Buy
5,403
+36
+0.7% +$3.25K 0.03% 479
2020
Q1 		$473K Sell
5,367
-131
-2% -$12.6K 0.04% 402
2019
Q4 		$508K Buy
5,498
+3,131
+132% +$285K 0.04% 432
2019
Q3 		$226K Sell
2,367
-97
-4% -$8.74K 0.02% 691
2019
Q2 		$206K Buy
+2,464
New +$198K 0.02% 708
2013
Q3 		– Sell
-2,257
Closed -$93K – 752
2013
Q2 		$93K Buy
+2,257
New +$95.7K 0.03% 564

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

B. Riley Wealth Advisors's WEC Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its WEC Energy (WEC) stake by 9.2% in Q2 2026, selling an estimated $32.7K and leaving 2,824 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #587.

B. Riley Wealth Advisors first reported a position in WEC in Q2 2013 and has held it in 29 quarters since. The position peaked at $868K in Q1 2023. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • B. Riley Wealth Advisors held 2,824 shares of WEC Energy worth $335K as of Q2 2026.
  • B. Riley Wealth Advisors sold 287 WEC Energy shares in Q2 2026, an estimated $32.7K.
  • WEC Energy made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #587 holding.
  • B. Riley Wealth Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's WEC Energy position peaked at $868K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.