Cornell Pochily Investment 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 | $1.42M | Buy |
12,167
+21
| +0.2% | +$2.4K | 0.38% | 68 |
|
|
2026
Q1 | $1.41M | Buy |
12,146
+72
| +0.6% | +$8.09K | 0.41% | 66 |
|
|
2025
Q4 | $1.27M | Sell |
12,074
-14
| -0.1% | -$1.55K | 0.37% | 70 |
|
|
2025
Q3 | $1.39M | Sell |
12,088
-405
| -3% | -$43.9K | 0.41% | 64 |
|
|
2025
Q2 | $1.3M | Buy |
12,493
+511
| +4% | +$54.4K | 0.43% | 66 |
|
|
2025
Q1 | $1.31M | Sell |
11,982
-427
| -3% | -$43.6K | 0.46% | 61 |
|
|
2024
Q4 | $1.17M | Sell |
12,409
-286
| -2% | -$27.7K | 0.41% | 65 |
|
|
2024
Q3 | $1.22M | Sell |
12,695
-97
| -0.8% | -$8.6K | 0.42% | 65 |
|
|
2024
Q2 | $1M | Buy |
12,792
+410
| +3% | +$33.3K | 0.38% | 69 |
|
|
2024
Q1 | $1.02M | Buy |
12,382
+971
| +9% | +$78.1K | 0.4% | 70 |
|
|
2023
Q4 | $960K | Buy |
11,411
+3,214
| +39% | +$265K | 0.4% | 72 |
|
|
2023
Q3 | $660K | Sell |
8,197
-100
| -1% | -$8.69K | 0.29% | 91 |
|
|
2023
Q2 | $732K | Sell |
8,297
-1
| -0% | -$92 | 0.3% | 89 |
|
|
2023
Q1 | $787K | Hold |
8,298
| – | – | 0.34% | 85 |
|
|
2022
Q4 | $778K | Sell |
8,298
-352
| -4% | -$32.5K | 0.35% | 84 |
|
|
2022
Q3 | $774K | Hold |
8,650
| – | – | 0.34% | 81 |
|
|
2022
Q2 | $871K | Sell |
8,650
-112
| -1% | -$11.4K | 0.39% | 76 |
|
|
2022
Q1 | $875K | Sell |
8,762
-170
| -2% | -$16.1K | 0.34% | 83 |
|
|
2021
Q4 | $867K | Sell |
8,932
-514
| -5% | -$47K | 0.34% | 80 |
|
|
2021
Q3 | $833K | Hold |
9,446
| – | – | 0.36% | 79 |
|
|
2021
Q2 | $840K | Sell |
9,446
-50
| -0.5% | -$4.71K | 0.37% | 80 |
|
|
2021
Q1 | $889K | Hold |
9,496
| – | – | 0.43% | 66 |
|
|
2020
Q4 | $874K | Sell |
9,496
-120
| -1% | -$11.7K | 0.42% | 66 |
|
|
2020
Q3 | $932K | Sell |
9,616
-225
| -2% | -$21K | 0.53% | 52 |
|
|
2020
Q2 | $863K | Sell |
9,841
-50
| -0.5% | -$4.51K | 0.54% | 51 |
|
|
2020
Q1 | $872K | Sell |
9,891
-30
| -0.3% | -$2.88K | 0.65% | 45 |
|
|
2019
Q4 | $915K | Sell |
9,921
-320
| -3% | -$29.2K | 0.55% | 52 |
|
|
2019
Q3 | $974K | Sell |
10,241
-419
| -4% | -$37.8K | 0.62% | 48 |
|
|
2019
Q2 | $889 | Sell |
10,660
-749
| -7% | -$60.1K | 0.22% | 61 |
|
|
2019
Q1 | $902K | Sell |
11,409
-126
| -1% | -$9.35K | 0.62% | 47 |
|
|
2018
Q4 | $799K | Hold |
11,535
| – | – | 0.52% | 56 |
|
|
2018
Q3 | $770K | Sell |
11,535
-446
| -4% | -$29.7K | 0.52% | 55 |
|
|
2018
Q2 | $774K | Sell |
11,981
-300
| -2% | -$18.6K | 0.53% | 55 |
|
|
2018
Q1 | $770K | Hold |
12,281
| – | – | 0.55% | 58 |
|
|
2017
Q4 | $815K | Buy |
+12,281
| New | +$824K | 0.53% | 58 |
|
Other funds holding WEC
Cornell Pochily Investment Advisors's WEC Position: Q2 2026 in Review
Cornell Pochily Investment Advisors increased its WEC Energy (WEC) stake by 0.17% in Q2 2026, buying an estimated $2.4K and bringing the position to 12,167 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #68.
Cornell Pochily Investment Advisors first reported a position in WEC in Q4 2017 and has held it in 35 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Cornell Pochily Investment Advisors held 12,167 shares of WEC Energy worth $1.42M as of Q2 2026.
- Cornell Pochily Investment Advisors bought 21 WEC Energy shares in Q2 2026, an estimated $2.4K.
- WEC Energy made up 0.38% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #68 holding.
- Cornell Pochily Investment Advisors first reported a position in WEC Energy in Q4 2017 and has held it in 35 quarters since.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.