Clean Yield Group’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 | $71.4K | Sell |
617
-250
| -29% | -$28.1K | 0.02% | 205 |
|
|
2025
Q4 | $91.4K | Hold |
867
| – | – | 0.03% | 182 |
|
|
2025
Q3 | $99.3K | Hold |
867
| – | – | 0.03% | 172 |
|
|
2025
Q2 | $90.3K | Hold |
867
| – | – | 0.03% | 176 |
|
|
2025
Q1 | $94.5K | Buy |
867
+97
| +13% | +$9.91K | 0.03% | 172 |
|
|
2024
Q4 | $72.4K | Sell |
770
-200
| -21% | -$19.4K | 0.02% | 204 |
|
|
2024
Q3 | $93.3K | Hold |
970
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $76.1K | Sell |
970
-500
| -34% | -$40.6K | 0.03% | 193 |
|
|
2024
Q1 | $121K | Hold |
1,470
| – | – | 0.05% | 161 |
|
|
2023
Q4 | $124K | Hold |
1,470
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $122K | Hold |
1,470
| – | – | 0.05% | 156 |
|
|
2023
Q2 | $130K | Sell |
1,470
-200
| -12% | -$18.5K | 0.05% | 155 |
|
|
2023
Q1 | $158K | Hold |
1,670
| – | – | 0.07% | 140 |
|
|
2022
Q4 | $157K | Hold |
1,670
| – | – | 0.07% | 146 |
|
|
2022
Q3 | $149K | Hold |
1,670
| – | – | 0.07% | 145 |
|
|
2022
Q2 | $168K | Hold |
1,670
| – | – | 0.07% | 147 |
|
|
2022
Q1 | $167K | Hold |
1,670
| – | – | 0.06% | 155 |
|
|
2021
Q4 | $162K | Hold |
1,670
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $147K | Hold |
1,670
| – | – | 0.05% | 176 |
|
|
2021
Q2 | $149K | Buy |
+1,670
| New | +$157K | 0.05% | 169 |
|
|
2021
Q1 | – | Sell |
-1,670
| Closed | -$154K | – | 377 |
|
|
2020
Q4 | $154K | Sell |
1,670
-32
| -2% | -$3.11K | 0.06% | 155 |
|
|
2020
Q3 | $165K | Buy |
1,702
+32
| +2% | +$2.98K | 0.07% | 134 |
|
|
2020
Q2 | $146K | Hold |
1,670
| – | – | 0.06% | 139 |
|
|
2020
Q1 | $147K | Hold |
1,670
| – | – | 0.07% | 130 |
|
|
2019
Q4 | $154K | Hold |
1,670
| – | – | 0.05% | 159 |
|
|
2019
Q3 | $159K | Hold |
1,670
| – | – | 0.05% | 154 |
|
|
2019
Q2 | $139K | Hold |
1,670
| – | – | 0.05% | 153 |
|
|
2019
Q1 | $132K | Hold |
1,670
| – | – | 0.05% | 145 |
|
|
2018
Q4 | $116K | Buy |
+1,670
| New | +$117K | 0.05% | 151 |
|
|
2017
Q2 | – | Sell |
-10,976
| Closed | -$665K | – | 268 |
|
|
2017
Q1 | $665K | Buy |
10,976
+1,670
| +18% | +$98.4K | 0.28% | 78 |
|
|
2016
Q4 | $546K | Hold |
9,306
| – | – | 0.25% | 84 |
|
|
2016
Q3 | $557K | Hold |
9,306
| – | – | 0.24% | 83 |
|
|
2016
Q2 | $608K | Hold |
9,306
| – | – | 0.26% | 80 |
|
|
2016
Q1 | $545K | Hold |
9,306
| – | – | 0.24% | 80 |
|
|
2015
Q4 | $495K | Hold |
9,306
| – | – | 0.24% | 84 |
|
|
2015
Q3 | $483K | Buy |
+9,306
| New | +$453K | 0.23% | 85 |
|
Other funds holding WEC
VCM
VPM
Clean Yield Group's WEC Position: Q1 2026 in Review
Clean Yield Group reduced its WEC Energy (WEC) stake by 29% in Q1 2026, selling an estimated $28.1K and leaving 617 shares worth $71.4K. The position accounts for 0.02% of the portfolio, ranked #205.
Clean Yield Group first reported a position in WEC in Q3 2015 and has held it in 36 quarters since. The position peaked at $665K in Q1 2017. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Clean Yield Group held 617 shares of WEC Energy worth $71.4K as of Q1 2026.
- Clean Yield Group sold 250 WEC Energy shares in Q1 2026, an estimated $28.1K.
- WEC Energy made up 0.02% of Clean Yield Group's portfolio in Q1 2026, its #205 holding.
- Clean Yield Group first reported a position in WEC Energy in Q3 2015 and has held it in 36 quarters since.
- Clean Yield Group's WEC Energy position peaked at $665K in Q1 2017.
- 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.