D'Orazio & Associates’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 | $223K | Hold |
1,914
| – | – | 0.03% | 273 |
|
|
2026
Q1 | $222K | Buy |
+1,914
| New | +$215K | 0.03% | 264 |
|
|
2021
Q4 | – | Sell |
-1,010
| Closed | -$89K | – | 706 |
|
|
2021
Q3 | $89K | Hold |
1,010
| – | – | 0.02% | 141 |
|
|
2021
Q2 | $90K | Hold |
1,010
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $95K | Hold |
1,010
| – | – | 0.03% | 123 |
|
|
2020
Q4 | $93K | Hold |
1,010
| – | – | 0.03% | 113 |
|
|
2020
Q3 | $98K | Hold |
1,010
| – | – | 0.04% | 101 |
|
|
2020
Q2 | $89K | Hold |
1,010
| – | – | 0.04% | 105 |
|
|
2020
Q1 | $89K | Hold |
1,010
| – | – | 0.04% | 93 |
|
|
2019
Q4 | $93K | Hold |
1,010
| – | – | 0.03% | 110 |
|
|
2019
Q3 | $96K | Hold |
1,010
| – | – | 0.03% | 107 |
|
|
2019
Q2 | $84K | Hold |
1,010
| – | – | 0.02% | 113 |
|
|
2019
Q1 | $80K | Hold |
1,010
| – | – | 0.02% | 114 |
|
|
2018
Q4 | $70K | Hold |
1,010
| – | – | 0.02% | 106 |
|
|
2018
Q3 | $67K | Hold |
1,010
| – | – | 0.02% | 106 |
|
|
2018
Q2 | $65K | Hold |
1,010
| – | – | 0.02% | 104 |
|
|
2018
Q1 | $63K | Hold |
1,010
| – | – | 0.02% | 99 |
|
|
2017
Q4 | $67K | Buy |
+1,010
| New | +$67.8K | 0.02% | 102 |
|
|
2017
Q2 | – | Sell |
-1,010
| Closed | -$61K | – | 347 |
|
|
2017
Q1 | $61K | Buy |
+1,010
| New | +$59.5K | 0.02% | 106 |
|
|
2016
Q2 | – | Sell |
-1,010
| Closed | -$60K | – | 330 |
|
|
2016
Q1 | $60K | Hold |
1,010
| – | – | 0.03% | 102 |
|
|
2015
Q4 | $52K | Hold |
1,010
| – | – | 0.03% | 92 |
|
|
2015
Q3 | $53K | Hold |
1,010
| – | – | 0.03% | 97 |
|
|
2015
Q2 | $46K | Hold |
1,010
| – | – | 0.03% | 101 |
|
|
2015
Q1 | $50K | Buy |
1,010
+300
| +42% | +$15.7K | 0.04% | 100 |
|
|
2014
Q4 | $37K | Hold |
710
| – | – | 0.03% | 105 |
|
|
2014
Q3 | $31K | Hold |
710
| – | – | 0.02% | 116 |
|
|
2014
Q2 | $33K | Hold |
710
| – | – | 0.02% | 114 |
|
|
2014
Q1 | $33K | Hold |
710
| – | – | 0.03% | 110 |
|
|
2013
Q4 | $29K | Buy |
+710
| New | +$29.5K | 0.02% | 104 |
|
Other funds holding WEC
D'Orazio & Associates's WEC Position: Q2 2026 in Review
D'Orazio & Associates held its WEC Energy (WEC) position steady in Q2 2026 at 1,914 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #273.
D'Orazio & Associates first reported a position in WEC in Q4 2013 and has held it in 29 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- D'Orazio & Associates held 1,914 shares of WEC Energy worth $223K as of Q2 2026.
- D'Orazio & Associates left its WEC Energy share count unchanged in Q2 2026.
- WEC Energy made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #273 holding.
- D'Orazio & Associates first reported a position in WEC Energy in Q4 2013 and has held it in 29 quarters since.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.