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D.A. Davidson & Co’s WEC Energy WEC Stock Holding History

D.A. Davidson & Co’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.76M Buy
32,467
+6,149
+23% +$691K 0.02% 491
2025
Q4 		$2.78M Buy
26,318
+3,257
+14% +$361K 0.02% 560
2025
Q3 		$2.64M Buy
23,061
+6,522
+39% +$707K 0.02% 556
2025
Q2 		$1.72M Buy
16,539
+830
+5% +$88.3K 0.01% 654
2025
Q1 		$1.71M Buy
15,709
+1,669
+12% +$170K 0.01% 610
2024
Q4 		$1.32M Buy
14,040
+288
+2% +$27.9K 0.01% 678
2024
Q3 		$1.32M Sell
13,752
-498
-3% -$44.1K 0.01% 675
2024
Q2 		$1.12M Buy
14,250
+2,934
+26% +$238K 0.01% 695
2024
Q1 		$929K Buy
11,316
+1,106
+11% +$88.9K 0.01% 762
2023
Q4 		$859K Sell
10,210
-73
-0.7% -$6.01K 0.01% 759
2023
Q3 		$828K Buy
10,283
+144
+1% +$12.5K 0.01% 738
2023
Q2 		$895K Buy
10,139
+42
+0.4% +$3.88K 0.01% 725
2023
Q1 		$956K Sell
10,097
-54
-0.5% -$5K 0.01% 692
2022
Q4 		$958K Sell
10,151
-2
-0% -$185 0.01% 636
2022
Q3 		$918K Sell
10,153
-29
-0.3% -$2.96K 0.01% 604
2022
Q2 		$1.02M Buy
10,182
+706
+7% +$71.6K 0.01% 591
2022
Q1 		$946K Buy
9,476
+453
+5% +$42.8K 0.01% 673
2021
Q4 		$876K Buy
9,023
+170
+2% +$15.5K 0.01% 693
2021
Q3 		$781K Sell
8,853
-1,567
-15% -$147K 0.01% 701
2021
Q2 		$927K Buy
10,420
+170
+2% +$16K 0.01% 652
2021
Q1 		$959K Sell
10,250
-424
-4% -$37K 0.01% 604
2020
Q4 		$976K Buy
10,674
+4
+0% +$389 0.01% 516
2020
Q3 		$1.03M Hold
10,670
– – 0.02% 435
2020
Q2 		$935K Sell
10,670
-1,375
-11% -$124K 0.02% 456
2020
Q1 		$1.08M Buy
12,045
+434
+4% +$41.7K 0.02% 428
2019
Q4 		$1.07M Buy
11,611
+4,458
+62% +$406K 0.02% 490
2019
Q3 		$680K Buy
7,153
+141
+2% +$12.7K 0.01% 574
2019
Q2 		$585K Sell
7,012
-18,622
-73% -$1.49M 0.01% 607
2019
Q1 		$2M Sell
25,634
-250
-1% -$18.5K 0.03% 359
2018
Q4 		$1.79M Buy
25,884
+1,352
+6% +$94.9K 0.04% 348
2018
Q3 		$1.64M Buy
24,532
+251
+1% +$16.7K 0.03% 397
2018
Q2 		$1.57M Buy
24,281
+582
+2% +$36.2K 0.03% 393
2018
Q1 		$1.49M Buy
23,699
+1,204
+5% +$74.7K 0.03% 383
2017
Q4 		$1.49M Buy
22,495
+4,141
+23% +$278K 0.03% 385
2017
Q3 		$1.15M Buy
18,354
+471
+3% +$30K 0.02% 466
2017
Q2 		$1.1M Buy
17,883
+549
+3% +$33.9K 0.02% 434
2017
Q1 		$1.05M Sell
17,334
-9,102
-34% -$536K 0.03% 429
2016
Q4 		$1.55M Buy
26,436
+5,151
+24% +$295K 0.04% 383
2016
Q3 		$1.27M Sell
21,285
-992
-4% -$61.9K 0.03% 404
2016
Q2 		$1.45M Sell
22,277
-708
-3% -$42.6K 0.04% 339
2016
Q1 		$1.38M Sell
22,985
-674
-3% -$37.7K 0.04% 349
2015
Q4 		$1.21M Sell
23,659
-603
-2% -$30.8K 0.04% 360
2015
Q3 		$1.27M Sell
24,262
-131
-0.5% -$6.37K 0.04% 347
2015
Q2 		$1.09M Buy
24,393
+3,522
+17% +$169K 0.04% 387
2015
Q1 		$1.03M Buy
20,871
+1,375
+7% +$71.9K 0.03% 401
2014
Q4 		$1.03M Buy
19,496
+1,128
+6% +$55.3K 0.03% 402
2014
Q3 		$787K Buy
18,368
+4,061
+28% +$180K 0.03% 467
2014
Q2 		$670K Buy
14,307
+278
+2% +$12.9K 0.02% 522
2014
Q1 		$651K Sell
14,029
-86
-0.6% -$3.71K 0.02% 529
2013
Q4 		$582K Buy
14,115
+641
+5% +$26.6K 0.02% 544
2013
Q3 		$542K Buy
13,474
+22
+0.2% +$916 0.02% 485
2013
Q2 		$550K Buy
+13,452
New +$571K 0.03% 453

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.A. Davidson & Co's WEC Position: Q1 2026 in Review

D.A. Davidson & Co increased its WEC Energy (WEC) stake by 23% in Q1 2026, buying an estimated $691K and bringing the position to 32,467 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #491.

D.A. Davidson & Co first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • D.A. Davidson & Co held 32,467 shares of WEC Energy worth $3.76M as of Q1 2026.
  • D.A. Davidson & Co bought 6,149 WEC Energy shares in Q1 2026, an estimated $691K.
  • WEC Energy made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #491 holding.
  • D.A. Davidson & Co first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.