Cerity Partners’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 | $15.9M | Buy |
137,436
+84,737
| +161% | +$9.52M | 0.02% | 516 |
|
|
2025
Q4 | $5.56M | Sell |
52,699
-1,000
| -2% | -$111K | 0.01% | 873 |
|
|
2025
Q3 | $6.15M | Buy |
53,699
+9,413
| +21% | +$1.02M | 0.01% | 770 |
|
|
2025
Q2 | $4.62M | Buy |
44,286
+3,006
| +7% | +$320K | 0.01% | 834 |
|
|
2025
Q1 | $4.5M | Sell |
41,280
-12,367
| -23% | -$1.26M | 0.01% | 769 |
|
|
2024
Q4 | $5.08M | Sell |
53,647
-79,297
| -60% | -$7.69M | 0.01% | 707 |
|
|
2024
Q3 | $12.8M | Buy |
132,944
+96,515
| +265% | +$8.55M | 0.03% | 422 |
|
|
2024
Q2 | $2.86M | Sell |
36,429
-13,943
| -28% | -$1.13M | 0.01% | 779 |
|
|
2024
Q1 | $4.14M | Buy |
50,372
+19,621
| +64% | +$1.58M | 0.01% | 704 |
|
|
2023
Q4 | $2.59M | Buy |
30,751
+17,750
| +137% | +$1.46M | 0.01% | 691 |
|
|
2023
Q3 | $1.05M | Sell |
13,001
-4,327
| -25% | -$376K | 0.01% | 744 |
|
|
2023
Q2 | $1.53M | Buy |
17,328
+1,502
| +9% | +$139K | 0.01% | 799 |
|
|
2023
Q1 | $24.3M | Buy |
15,826
+1,141
| +8% | +$106K | 0.06% | 217 |
|
|
2022
Q4 | $1.38M | Sell |
14,685
-2,923
| -17% | -$270K | 0.01% | 609 |
|
|
2022
Q3 | $1.57M | Sell |
17,608
-250
| -1% | -$25.5K | 0.02% | 417 |
|
|
2022
Q2 | $1.77M | Buy |
17,858
+9,422
| +112% | +$955K | 0.02% | 434 |
|
|
2022
Q1 | $842K | Buy |
8,436
+6,750
| +400% | +$637K | 0.01% | 477 |
|
|
2021
Q4 | $519K | Sell |
1,686
-2,064
| -55% | -$189K | 0.01% | 582 |
|
|
2021
Q3 | $331K | Sell |
3,750
-241
| -6% | -$22.6K | 0.01% | 546 |
|
|
2021
Q2 | $355K | Buy |
3,991
+303
| +8% | +$28.5K | 0.01% | 536 |
|
|
2021
Q1 | $345K | Sell |
3,688
-308
| -8% | -$26.9K | 0.01% | 520 |
|
|
2020
Q4 | $368K | Buy |
3,996
+78
| +2% | +$7.59K | 0.01% | 473 |
|
|
2020
Q3 | $380K | Buy |
3,918
+1,024
| +35% | +$95.4K | 0.02% | 363 |
|
|
2020
Q2 | $254K | Buy |
2,894
+57
| +2% | +$5.14K | 0.01% | 376 |
|
|
2020
Q1 | $250K | Buy |
2,837
+37
| +1% | +$3.56K | 0.02% | 377 |
|
|
2019
Q4 | $258K | Buy |
2,800
+2
| +0.1% | +$182 | 0.01% | 454 |
|
|
2019
Q3 | $266K | Buy |
2,798
+223
| +9% | +$20.1K | 0.02% | 411 |
|
|
2019
Q2 | $215K | Sell |
2,575
-387
| -13% | -$31K | 0.01% | 444 |
|
|
2019
Q1 | $234K | Sell |
2,962
-30
| -1% | -$2.23K | 0.02% | 467 |
|
|
2018
Q4 | $207K | Buy |
+2,992
| New | +$210K | 0.01% | 481 |
|
|
2018
Q3 | – | Sell |
-3,238
| Closed | -$209K | – | 563 |
|
|
2018
Q2 | $209K | Sell |
3,238
-5,558
| -63% | -$345K | 0.02% | 506 |
|
|
2018
Q1 | $552K | Sell |
8,796
-73
| -0.8% | -$4.53K | 0.04% | 318 |
|
|
2017
Q4 | $589K | Buy |
8,869
+1,779
| +25% | +$119K | 0.04% | 305 |
|
|
2017
Q3 | $445K | Buy |
+7,090
| New | +$452K | 0.03% | 342 |
|
|
2017
Q2 | – | Sell |
-6,012
| Closed | -$365K | – | 446 |
|
|
2017
Q1 | $365K | Buy |
+6,012
| New | +$354K | 0.03% | 300 |
|
Other funds holding WEC
VCM
VPM
Cerity Partners's WEC Position: Q1 2026 in Review
Cerity Partners increased its WEC Energy (WEC) stake by 161% in Q1 2026, buying an estimated $9.52M and bringing the position to 137,436 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #516.
Cerity Partners first reported a position in WEC in Q1 2017 and has held it in 35 quarters since. The position peaked at $24.3M in Q1 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Cerity Partners held 137,436 shares of WEC Energy worth $15.9M as of Q1 2026.
- Cerity Partners bought 84,737 WEC Energy shares in Q1 2026, an estimated $9.52M.
- WEC Energy made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #516 holding.
- Cerity Partners first reported a position in WEC Energy in Q1 2017 and has held it in 35 quarters since.
- Cerity Partners's WEC Energy position peaked at $24.3M in Q1 2023.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.