CWA Asset Management 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
Q2 | $543K | Buy |
4,650
+890
| +24% | +$102K | 0.02% | 492 |
|
|
2026
Q1 | $435K | Buy |
3,760
+325
| +9% | +$36.5K | 0.01% | 512 |
|
|
2025
Q4 | $362K | Buy |
3,435
+36
| +1% | +$3.99K | 0.01% | 512 |
|
|
2025
Q3 | $389K | Buy |
3,399
+243
| +8% | +$26.3K | 0.01% | 515 |
|
|
2025
Q2 | $329K | Buy |
3,156
+209
| +7% | +$22.2K | 0.01% | 525 |
|
|
2025
Q1 | $321K | Buy |
2,947
+157
| +6% | +$16K | 0.02% | 496 |
|
|
2024
Q4 | $262K | Buy |
2,790
+106
| +4% | +$10.3K | 0.01% | 502 |
|
|
2024
Q3 | $258K | Buy |
+2,684
| New | +$238K | 0.01% | 507 |
|
|
2024
Q1 | $203K | Buy |
+2,474
| New | +$199K | 0.01% | 505 |
|
|
2023
Q3 | – | Sell |
-2,388
| Closed | -$211K | – | 383 |
|
|
2023
Q2 | $211K | Buy |
2,388
+200
| +9% | +$18.5K | 0.01% | 340 |
|
|
2023
Q1 | $207K | Sell |
2,188
-18
| -0.8% | -$1.67K | 0.02% | 303 |
|
|
2022
Q4 | $207K | Sell |
2,206
-244
| -10% | -$22.5K | 0.02% | 302 |
|
|
2022
Q3 | $219K | Buy |
2,450
+75
| +3% | +$7.66K | 0.02% | 275 |
|
|
2022
Q2 | $239K | Buy |
2,375
+60
| +3% | +$6.08K | 0.02% | 261 |
|
|
2022
Q1 | $231K | Buy |
2,315
+69
| +3% | +$6.52K | 0.02% | 269 |
|
|
2021
Q4 | $218K | Buy |
+2,246
| New | +$205K | 0.02% | 279 |
|
|
2021
Q3 | – | Sell |
-2,234
| Closed | -$201K | – | 300 |
|
|
2021
Q2 | $201K | Buy |
+2,234
| New | +$210K | 0.02% | 266 |
|
|
2021
Q1 | – | Sell |
-2,846
| Closed | -$262K | – | 302 |
|
|
2020
Q4 | $262K | Buy |
2,846
+17
| +0.6% | +$1.65K | 0.03% | 223 |
|
|
2020
Q3 | $274K | Buy |
+2,829
| New | +$264K | 0.04% | 181 |
|
|
2020
Q2 | – | Sell |
-2,873
| Closed | -$253K | – | 258 |
|
|
2020
Q1 | $253K | Buy |
+2,873
| New | +$276K | 0.05% | 180 |
|
|
2019
Q3 | – | Sell |
-2,932
| Closed | -$244K | – | 248 |
|
|
2019
Q2 | $244K | Sell |
2,932
-125
| -4% | -$10K | 0.04% | 198 |
|
|
2019
Q1 | $242K | Sell |
3,057
-699
| -19% | -$51.9K | 0.05% | 181 |
|
|
2018
Q4 | $260K | Buy |
3,756
+316
| +9% | +$22.2K | 0.06% | 165 |
|
|
2018
Q3 | $230K | Sell |
3,440
-116
| -3% | -$7.73K | 0.05% | 178 |
|
|
2018
Q2 | $230K | Buy |
+3,556
| New | +$221K | 0.05% | 177 |
|
Other funds holding WEC
CWA Asset Management Group's WEC Position: Q2 2026 in Review
CWA Asset Management Group increased its WEC Energy (WEC) stake by 24% in Q2 2026, buying an estimated $102K and bringing the position to 4,650 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #492.
CWA Asset Management Group first reported a position in WEC in Q2 2018 and has held it in 25 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- CWA Asset Management Group held 4,650 shares of WEC Energy worth $543K as of Q2 2026.
- CWA Asset Management Group bought 890 WEC Energy shares in Q2 2026, an estimated $102K.
- WEC Energy made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #492 holding.
- CWA Asset Management Group first reported a position in WEC Energy in Q2 2018 and has held it in 25 quarters since.
- 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.