Crossmark Global Holdings’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 | $1.94M | Buy |
16,584
+308
| +2% | +$35.1K | 0.03% | 464 |
|
|
2026
Q1 | $1.88M | Sell |
16,276
-161
| -1% | -$18.1K | 0.03% | 449 |
|
|
2025
Q4 | $1.73M | Buy |
16,437
+2,541
| +18% | +$281K | 0.02% | 466 |
|
|
2025
Q3 | $1.59M | Sell |
13,896
-1,105
| -7% | -$120K | 0.02% | 505 |
|
|
2025
Q2 | $1.56M | Sell |
15,001
-2,078
| -12% | -$221K | 0.03% | 495 |
|
|
2025
Q1 | $1.86M | Buy |
17,079
+27
| +0.2% | +$2.76K | 0.03% | 436 |
|
|
2024
Q4 | $1.6M | Sell |
17,052
-4,490
| -21% | -$435K | 0.03% | 451 |
|
|
2024
Q3 | $2.07M | Sell |
21,542
-238
| -1% | -$21.1K | 0.04% | 404 |
|
|
2024
Q2 | $1.71M | Sell |
21,780
-1,971
| -8% | -$160K | 0.03% | 442 |
|
|
2024
Q1 | $1.95M | Sell |
23,751
-1,460
| -6% | -$117K | 0.04% | 432 |
|
|
2023
Q4 | $2.12M | Buy |
25,211
+582
| +2% | +$47.9K | 0.04% | 388 |
|
|
2023
Q3 | $2.03M | Sell |
24,629
-2,277
| -8% | -$198K | 0.05% | 390 |
|
|
2023
Q2 | $2.42M | Sell |
26,906
-819
| -3% | -$75.7K | 0.05% | 363 |
|
|
2023
Q1 | $2.63M | Buy |
27,725
+913
| +3% | +$84.5K | 0.06% | 333 |
|
|
2022
Q4 | $2.51M | Buy |
26,812
+741
| +3% | +$68.5K | 0.06% | 337 |
|
|
2022
Q3 | $2.33M | Sell |
26,071
-19
| -0.1% | -$1.94K | 0.06% | 311 |
|
|
2022
Q2 | $2.63M | Buy |
26,090
+450
| +2% | +$45.6K | 0.07% | 307 |
|
|
2022
Q1 | $2.56M | Buy |
25,640
+21
| +0.1% | +$1.98K | 0.06% | 338 |
|
|
2021
Q4 | $2.49M | Buy |
25,619
+10
| +0% | +$914 | 0.05% | 343 |
|
|
2021
Q3 | $2.26M | Buy |
25,609
+1,119
| +5% | +$105K | 0.05% | 352 |
|
|
2021
Q2 | $2.18M | Sell |
24,490
-2,229
| -8% | -$210K | 0.05% | 353 |
|
|
2021
Q1 | $2.5M | Sell |
26,719
-11,960
| -31% | -$1.04M | 0.06% | 311 |
|
|
2020
Q4 | $3.56M | Sell |
38,679
-12,744
| -25% | -$1.24M | 0.09% | 246 |
|
|
2020
Q3 | $4.98M | Buy |
51,423
+12
| +0% | +$1.12K | 0.14% | 168 |
|
|
2020
Q2 | $4.51M | Buy |
51,411
+9,255
| +22% | +$835K | 0.13% | 173 |
|
|
2020
Q1 | $3.71M | Sell |
42,156
-6,591
| -14% | -$634K | 0.13% | 175 |
|
|
2019
Q4 | $4.5M | Sell |
48,747
-11,277
| -19% | -$1.03M | 0.12% | 189 |
|
|
2019
Q3 | $5.71M | Buy |
60,024
+1,710
| +3% | +$154K | 0.17% | 152 |
|
|
2019
Q2 | $4.86M | Sell |
58,314
-74,658
| -56% | -$5.99M | 0.14% | 185 |
|
|
2019
Q1 | $10.5M | Sell |
132,972
-368
| -0.3% | -$27.3K | 0.3% | 80 |
|
|
2018
Q4 | $9.23M | Sell |
133,340
-9,810
| -7% | -$689K | 0.29% | 83 |
|
|
2018
Q3 | $9.56M | Buy |
143,150
+2,117
| +2% | +$141K | 0.24% | 101 |
|
|
2018
Q2 | $9.12M | Sell |
141,033
-1,948
| -1% | -$121K | 0.24% | 98 |
|
|
2018
Q1 | $8.96M | Buy |
142,981
+25,021
| +21% | +$1.55M | 0.23% | 106 |
|
|
2017
Q4 | $7.84M | Buy |
117,960
+3,724
| +3% | +$250K | 0.19% | 134 |
|
|
2017
Q3 | $7.17M | Buy |
+114,236
| New | +$7.29M | 0.18% | 132 |
|
|
2016
Q3 | $7.17M | Buy |
+114,236
| New | +$7.13M | 0.18% | 132 |
|
Other funds holding WEC
Crossmark Global Holdings's WEC Position: Q2 2026 in Review
Crossmark Global Holdings increased its WEC Energy (WEC) stake by 1.9% in Q2 2026, buying an estimated $35.1K and bringing the position to 16,584 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #464.
Crossmark Global Holdings first reported a position in WEC in Q3 2016 and has held it in 37 quarters since. The position peaked at $10.5M in Q1 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Crossmark Global Holdings held 16,584 shares of WEC Energy worth $1.94M as of Q2 2026.
- Crossmark Global Holdings bought 308 WEC Energy shares in Q2 2026, an estimated $35.1K.
- WEC Energy made up 0.03% of Crossmark Global Holdings's portfolio in Q2 2026, its #464 holding.
- Crossmark Global Holdings first reported a position in WEC Energy in Q3 2016 and has held it in 37 quarters since.
- Crossmark Global Holdings's WEC Energy position peaked at $10.5M in Q1 2019.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.