Clearstead 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
Q2 | $1.22M | Buy |
10,459
+2,846
| +37% | +$325K | 0.01% | 500 |
|
|
2026
Q1 | $881K | Sell |
7,613
-1,007
| -12% | -$113K | 0.01% | 556 |
|
|
2025
Q4 | $909K | Buy |
8,620
+2,217
| +35% | +$245K | 0.01% | 502 |
|
|
2025
Q3 | $734K | Sell |
6,403
-69
| -1% | -$7.48K | 0.01% | 525 |
|
|
2025
Q2 | $674K | Buy |
6,472
+689
| +12% | +$73.3K | 0.01% | 524 |
|
|
2025
Q1 | $630K | Sell |
5,783
-74
| -1% | -$7.56K | 0.01% | 525 |
|
|
2024
Q4 | $551K | Sell |
5,857
-134
| -2% | -$13K | 0.01% | 553 |
|
|
2024
Q3 | $576K | Buy |
5,991
+11
| +0.2% | +$975 | 0.01% | 538 |
|
|
2024
Q2 | $469K | Sell |
5,980
-319
| -5% | -$25.9K | 0.01% | 552 |
|
|
2024
Q1 | $535K | Buy |
6,299
+123
| +2% | +$9.89K | 0.03% | 305 |
|
|
2023
Q4 | $520K | Sell |
6,176
-6,194
| -50% | -$510K | 0.03% | 305 |
|
|
2023
Q3 | $996K | Buy |
12,370
+7,392
| +148% | +$642K | 0.03% | 302 |
|
|
2023
Q2 | $439K | Sell |
4,978
-21
| -0.4% | -$1.94K | 0.03% | 304 |
|
|
2023
Q1 | $474K | Sell |
4,999
-706
| -12% | -$65.4K | 0.03% | 271 |
|
|
2022
Q4 | $535K | Buy |
5,705
+856
| +18% | +$79.1K | 0.04% | 250 |
|
|
2022
Q3 | $434K | Buy |
4,849
+74
| +2% | +$7.56K | 0.04% | 246 |
|
|
2022
Q2 | $481K | Hold |
4,775
| – | – | 0.04% | 255 |
|
|
2022
Q1 | $477K | Hold |
4,775
| – | – | 0.03% | 272 |
|
|
2021
Q4 | $464K | Sell |
4,775
-66
| -1% | -$6.03K | 0.03% | 262 |
|
|
2021
Q3 | $427K | Buy |
4,841
+81
| +2% | +$7.6K | 0.03% | 262 |
|
|
2021
Q2 | $423K | Buy |
4,760
+7
| +0.1% | +$659 | 0.03% | 248 |
|
|
2021
Q1 | $445K | Buy |
4,753
+1,000
| +27% | +$87.2K | 0.04% | 230 |
|
|
2020
Q4 | $345K | Sell |
3,753
-450
| -11% | -$43.8K | 0.03% | 243 |
|
|
2020
Q3 | $407K | Buy |
4,203
+600
| +17% | +$55.9K | 0.04% | 204 |
|
|
2020
Q2 | $316K | Buy |
3,603
+485
| +16% | +$43.8K | 0.04% | 223 |
|
|
2020
Q1 | $275K | Sell |
3,118
-45
| -1% | -$4.33K | 0.04% | 205 |
|
|
2019
Q4 | $292K | Sell |
3,163
-1,645
| -34% | -$150K | 0.04% | 227 |
|
|
2019
Q3 | $457K | Buy |
4,808
+1,345
| +39% | +$121K | 0.06% | 175 |
|
|
2019
Q2 | $289K | Sell |
3,463
-255
| -7% | -$20.4K | 0.04% | 224 |
|
|
2019
Q1 | $294K | Buy |
3,718
+444
| +14% | +$32.9K | 0.04% | 213 |
|
|
2018
Q4 | $227K | Buy |
+3,274
| New | +$230K | 0.04% | 228 |
|
Other funds holding WEC
Clearstead Advisors's WEC Position: Q2 2026 in Review
Clearstead Advisors increased its WEC Energy (WEC) stake by 37% in Q2 2026, buying an estimated $325K and bringing the position to 10,459 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #500.
Clearstead Advisors first reported a position in WEC in Q4 2018 and has held it in 31 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Clearstead Advisors held 10,459 shares of WEC Energy worth $1.22M as of Q2 2026.
- Clearstead Advisors bought 2,846 WEC Energy shares in Q2 2026, an estimated $325K.
- WEC Energy made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #500 holding.
- Clearstead Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 31 quarters since.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.