Empire Life Investments’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
Q1 | $22M | Sell |
188,952
-10,025
| -5% | -$1.13M | 1.33% | 25 |
|
|
2025
Q4 | $21M | Buy |
198,977
+51
| +0% | +$5.65K | 1.18% | 28 |
|
|
2025
Q3 | $22.8M | Buy |
198,926
+153
| +0.1% | +$16.6K | 1.33% | 26 |
|
|
2025
Q2 | $20.7M | Buy |
198,773
+1
| +0% | +$106 | 1.32% | 27 |
|
|
2025
Q1 | $21.7M | Sell |
198,772
-21,018
| -10% | -$2.15M | 1.41% | 26 |
|
|
2024
Q4 | $20.7M | Sell |
219,790
-12,944
| -6% | -$1.26M | 1.3% | 27 |
|
|
2024
Q3 | $22.4M | Sell |
232,734
-2,645
| -1% | -$234K | 1.36% | 28 |
|
|
2024
Q2 | $18.5M | Sell |
235,379
-12,768
| -5% | -$1.04M | 1.16% | 33 |
|
|
2024
Q1 | $20.4M | Sell |
248,147
-7,437
| -3% | -$598K | 1.25% | 29 |
|
|
2023
Q4 | $21.5M | Buy |
255,584
+280
| +0.1% | +$23.1K | 1.39% | 27 |
|
|
2023
Q3 | $20.6M | Sell |
255,304
-23
| -0% | -$2K | 1.51% | 27 |
|
|
2023
Q2 | $22.5M | Buy |
255,327
+186,826
| +273% | +$17.3M | 1.54% | 27 |
|
|
2023
Q1 | $6.49M | Buy |
68,501
+587
| +0.9% | +$54.3K | 0.46% | 54 |
|
|
2022
Q4 | $6.37M | Sell |
67,914
-810
| -1% | -$74.9K | 0.44% | 54 |
|
|
2022
Q3 | $6.15M | Buy |
68,724
+2,414
| +4% | +$247K | 0.47% | 53 |
|
|
2022
Q2 | $6.67M | Buy |
66,310
+1,306
| +2% | +$132K | 0.48% | 49 |
|
|
2022
Q1 | $6.49M | Buy |
65,004
+12
| +0% | +$1.13K | 0.42% | 58 |
|
|
2021
Q4 | $6.31M | Buy |
64,992
+272
| +0.4% | +$24.9K | 0.38% | 59 |
|
|
2021
Q3 | $5.71M | Buy |
64,720
+635
| +1% | +$59.5K | 0.37% | 60 |
|
|
2021
Q2 | $5.7M | Sell |
64,085
-34,247
| -35% | -$3.23M | 0.37% | 59 |
|
|
2021
Q1 | $9.2M | Sell |
98,332
-3,056
| -3% | -$266K | 0.63% | 47 |
|
|
2020
Q4 | $9.33M | Buy |
101,388
+52
| +0.1% | +$5.06K | 0.66% | 48 |
|
|
2020
Q3 | $9.82M | Buy |
101,336
+344
| +0.3% | +$32.1K | 0.79% | 39 |
|
|
2020
Q2 | $8.85M | Sell |
100,992
-2,992
| -3% | -$270K | 0.78% | 40 |
|
|
2020
Q1 | $9.16M | Sell |
103,984
-140,116
| -57% | -$13.5M | 0.84% | 38 |
|
|
2019
Q4 | $22.5M | Buy |
244,100
+1,489
| +0.6% | +$136K | 1.71% | 26 |
|
|
2019
Q3 | $23.1M | Buy |
242,611
+14,406
| +6% | +$1.3M | 1.93% | 22 |
|
|
2019
Q2 | $19M | Buy |
228,205
+28,721
| +14% | +$2.3M | 1.54% | 27 |
|
|
2019
Q1 | $15.8M | Buy |
199,484
+40,412
| +25% | +$3M | 1.32% | 34 |
|
|
2018
Q4 | $11M | Sell |
159,072
-49,822
| -24% | -$3.5M | 0.99% | 43 |
|
|
2018
Q3 | $13.9M | Sell |
208,894
-13,896
| -6% | -$926K | 1.06% | 37 |
|
|
2018
Q2 | $14.4M | Buy |
222,790
+64,202
| +40% | +$3.99M | 1.04% | 37 |
|
|
2018
Q1 | $9.94M | Buy |
+158,588
| New | +$9.84M | 0.71% | 48 |
|
Other funds holding WEC
VCM
VPM
Empire Life Investments's WEC Position: Q1 2026 in Review
Empire Life Investments reduced its WEC Energy (WEC) stake by 5% in Q1 2026, selling an estimated $1.13M and leaving 188,952 shares worth $22M. The position accounts for 1.33% of the portfolio, ranked #25.
Empire Life Investments first reported a position in WEC in Q1 2018 and has held it in 33 quarters since. The position peaked at $23.1M in Q3 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Empire Life Investments held 188,952 shares of WEC Energy worth $22M as of Q1 2026.
- Empire Life Investments sold 10,025 WEC Energy shares in Q1 2026, an estimated $1.13M.
- WEC Energy made up 1.33% of Empire Life Investments's portfolio in Q1 2026, its #25 holding.
- Empire Life Investments first reported a position in WEC Energy in Q1 2018 and has held it in 33 quarters since.
- Empire Life Investments's WEC Energy position peaked at $23.1M in Q3 2019.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Empire Life Investments's 13F filing for Q1 2026, filed 11 May 2026.