Continuum Advisory’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
$323K Buy
2,766
+359
+15% +$41K 0.03% 375
2026
Q1
$279K Sell
2,407
-152
-6% -$17.1K 0.03% 382
2025
Q4
$270K Buy
2,559
+31
+1% +$3.43K 0.03% 379
2025
Q3
$290K Sell
2,528
-355
-12% -$38.5K 0.03% 365
2025
Q2
$300K Sell
2,883
-1,437
-33% -$153K 0.04% 334
2025
Q1
$471K Sell
4,320
-294
-6% -$30K 0.06% 238
2024
Q4
$434K Buy
4,614
+265
+6% +$25.7K 0.06% 261
2024
Q3
$418K Buy
4,349
+1,711
+65% +$152K 0.05% 270
2024
Q2
$207K Buy
2,638
+1,297
+97% +$105K 0.03% 368
2024
Q1
$115K Buy
+1,341
New +$108K 0.02% 467

Other funds holding WEC

Continuum Advisory's WEC Position: Q2 2026 in Review

Continuum Advisory increased its WEC Energy (WEC) stake by 15% in Q2 2026, buying an estimated $41K and bringing the position to 2,766 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #375.

Continuum Advisory first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $471K in Q1 2025. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Continuum Advisory held 2,766 shares of WEC Energy worth $323K as of Q2 2026.
  • Continuum Advisory bought 359 WEC Energy shares in Q2 2026, an estimated $41K.
  • WEC Energy made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #375 holding.
  • Continuum Advisory first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • Continuum Advisory's WEC Energy position peaked at $471K in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.