BLB&B 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
Q1 | $10.8M | Buy |
93,422
+35,620
| +62% | +$4M | 0.45% | 49 |
|
|
2025
Q4 | $6.1M | Buy |
+57,802
| New | +$6.4M | 0.25% | 59 |
|
|
2024
Q4 | – | Sell |
-2,113
| Closed | -$203K | – | 293 |
|
|
2024
Q3 | $203K | Buy |
+2,113
| New | +$187K | 0.01% | 272 |
|
|
2024
Q1 | – | Sell |
-3,156
| Closed | -$266K | – | 285 |
|
|
2023
Q4 | $266K | Hold |
3,156
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $254K | Hold |
3,156
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $278K | Sell |
3,156
-208
| -6% | -$19.2K | 0.02% | 211 |
|
|
2023
Q1 | $319K | Buy |
3,364
+528
| +19% | +$48.9K | 0.02% | 185 |
|
|
2022
Q4 | $266K | Hold |
2,836
| – | – | 0.02% | 212 |
|
|
2022
Q3 | $254K | Sell |
2,836
-100
| -3% | -$10.2K | 0.02% | 208 |
|
|
2022
Q2 | $295K | Sell |
2,936
-75
| -2% | -$7.6K | 0.02% | 199 |
|
|
2022
Q1 | $301K | Sell |
3,011
-112
| -4% | -$10.6K | 0.02% | 209 |
|
|
2021
Q4 | $303K | Sell |
3,123
-188
| -6% | -$17.2K | 0.02% | 219 |
|
|
2021
Q3 | $292K | Sell |
3,311
-200
| -6% | -$18.8K | 0.02% | 235 |
|
|
2021
Q2 | $312K | Sell |
3,511
-150
| -4% | -$14.1K | 0.02% | 208 |
|
|
2021
Q1 | $343K | Sell |
3,661
-100
| -3% | -$8.72K | 0.03% | 197 |
|
|
2020
Q4 | $346K | Sell |
3,761
-675
| -15% | -$65.7K | 0.03% | 204 |
|
|
2020
Q3 | $430K | Hold |
4,436
| – | – | 0.04% | 168 |
|
|
2020
Q2 | $389K | Hold |
4,436
| – | – | 0.04% | 183 |
|
|
2020
Q1 | $391K | Buy |
4,436
+1,224
| +38% | +$118K | 0.05% | 174 |
|
|
2019
Q4 | $296K | Buy |
3,212
+10
| +0.3% | +$912 | 0.03% | 226 |
|
|
2019
Q3 | $305K | Hold |
3,202
| – | – | 0.03% | 221 |
|
|
2019
Q2 | $267K | Hold |
3,202
| – | – | 0.03% | 234 |
|
|
2019
Q1 | $253K | Sell |
3,202
-760
| -19% | -$56.4K | 0.03% | 242 |
|
|
2018
Q4 | $274K | Sell |
3,962
-234
| -6% | -$16.4K | 0.04% | 226 |
|
|
2018
Q3 | $280K | Buy |
4,196
+34
| +0.8% | +$2.27K | 0.03% | 250 |
|
|
2018
Q2 | $269K | Hold |
4,162
| – | – | 0.04% | 252 |
|
|
2018
Q1 | $261K | Sell |
4,162
-325
| -7% | -$20.2K | 0.03% | 256 |
|
|
2017
Q4 | $298K | Hold |
4,487
| – | – | 0.04% | 236 |
|
|
2017
Q3 | $282K | Sell |
4,487
-200
| -4% | -$12.8K | 0.04% | 242 |
|
|
2017
Q2 | $288K | Sell |
4,687
-100
| -2% | -$6.18K | 0.05% | 227 |
|
|
2017
Q1 | $290K | Buy |
+4,787
| New | +$282K | 0.05% | 224 |
|
|
2016
Q3 | – | Sell |
-3,070
| Closed | -$200K | – | 284 |
|
|
2016
Q2 | $200K | Buy |
+3,070
| New | +$185K | 0.04% | 257 |
|
|
2015
Q4 | – | Sell |
-3,845
| Closed | -$201K | – | 284 |
|
|
2015
Q3 | $201K | Buy |
+3,845
| New | +$187K | 0.04% | 262 |
|
Other funds holding WEC
VCM
VPM
BLB&B Advisors's WEC Position: Q1 2026 in Review
BLB&B Advisors increased its WEC Energy (WEC) stake by 62% in Q1 2026, buying an estimated $4M and bringing the position to 93,422 shares worth $10.8M. The position accounts for 0.45% of the portfolio, ranked #49.
BLB&B Advisors first reported a position in WEC in Q3 2015 and has held it in 33 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- BLB&B Advisors held 93,422 shares of WEC Energy worth $10.8M as of Q1 2026.
- BLB&B Advisors bought 35,620 WEC Energy shares in Q1 2026, an estimated $4M.
- WEC Energy made up 0.45% of BLB&B Advisors's portfolio in Q1 2026, its #49 holding.
- BLB&B Advisors first reported a position in WEC Energy in Q3 2015 and has held it in 33 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on BLB&B Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.