FDx Advisors’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 | $298K | Sell |
2,549
-58
| -2% | -$6.62K | 0.09% | 134 |
|
|
2026
Q1 | $302K | Buy |
+2,607
| New | +$293K | 0.1% | 138 |
|
|
2024
Q2 | – | Sell |
-12,138
| Closed | -$997K | – | 353 |
|
|
2024
Q1 | $997K | Sell |
12,138
-1,925
| -14% | -$155K | 0.15% | 132 |
|
|
2023
Q4 | $1.18M | Buy |
14,063
+2,586
| +23% | +$213K | 0.09% | 219 |
|
|
2023
Q3 | $924K | Sell |
11,477
-13,484
| -54% | -$1.17M | 0.08% | 237 |
|
|
2023
Q2 | $2.2M | Sell |
24,961
-14,571
| -37% | -$1.35M | 0.12% | 180 |
|
|
2023
Q1 | $3.71M | Hold |
39,532
| – | – | 0.16% | 134 |
|
|
2022
Q4 | $3.71M | Buy |
39,532
+1,487
| +4% | +$137K | 0.16% | 134 |
|
|
2022
Q3 | $3.4M | Sell |
38,045
-1,469
| -4% | -$150K | 0.15% | 135 |
|
|
2022
Q2 | $3.98M | Buy |
39,514
+745
| +2% | +$75.5K | 0.15% | 137 |
|
|
2022
Q1 | $3.87M | Sell |
38,769
-17,508
| -31% | -$1.65M | 0.13% | 133 |
|
|
2021
Q4 | $5.46M | Buy |
56,277
+2,516
| +5% | +$230K | 0.15% | 120 |
|
|
2021
Q3 | $4.74M | Sell |
53,761
-5,394
| -9% | -$506K | 0.15% | 118 |
|
|
2021
Q2 | $5.26M | Buy |
59,155
+4,951
| +9% | +$466K | 0.17% | 107 |
|
|
2021
Q1 | $5.07M | Sell |
54,204
-3,665
| -6% | -$319K | 0.19% | 104 |
|
|
2020
Q4 | $5.33M | Buy |
57,869
+4,465
| +8% | +$434K | 0.22% | 96 |
|
|
2020
Q3 | $5.17M | Buy |
53,404
+18,872
| +55% | +$1.76M | 0.24% | 89 |
|
|
2020
Q2 | $3.03M | Buy |
34,532
+925
| +3% | +$83.5K | 0.16% | 116 |
|
|
2020
Q1 | $2.96M | Sell |
33,607
-387
| -1% | -$37.2K | 0.19% | 103 |
|
|
2019
Q4 | $3.13M | Buy |
33,994
+12,129
| +55% | +$1.11M | 0.17% | 118 |
|
|
2019
Q3 | $2.08M | Buy |
21,865
+66
| +0.3% | +$5.95K | 0.14% | 126 |
|
|
2019
Q2 | $1.82M | Sell |
21,799
-2,899
| -12% | -$232K | 0.07% | 209 |
|
|
2019
Q1 | $1.95M | Sell |
24,698
-2,962
| -11% | -$220K | 0.08% | 182 |
|
|
2018
Q4 | $1.92M | Sell |
27,660
-4,746
| -15% | -$333K | 0.16% | 107 |
|
|
2018
Q3 | $2.16M | Buy |
32,406
+1,324
| +4% | +$88.2K | 0.08% | 184 |
|
|
2018
Q2 | $2.01M | Buy |
31,082
+12,606
| +68% | +$783K | 0.07% | 217 |
|
|
2018
Q1 | $1.16M | Buy |
18,476
+1,047
| +6% | +$65K | 0.03% | 458 |
|
|
2017
Q4 | $1.16M | Buy |
17,429
+712
| +4% | +$47.8K | 0.03% | 500 |
|
|
2017
Q3 | $1.05M | Buy |
16,717
+3,952
| +31% | +$252K | 0.03% | 514 |
|
|
2017
Q2 | $784K | Sell |
12,765
-9,751
| -43% | -$602K | 0.02% | 599 |
|
|
2017
Q1 | $1.36M | Buy |
22,516
+1,443
| +7% | +$85K | 0.04% | 416 |
|
|
2016
Q4 | $1.24M | Buy |
21,073
+10,502
| +99% | +$602K | 0.04% | 452 |
|
|
2016
Q3 | $633K | Buy |
10,571
+2,617
| +33% | +$163K | 0.03% | 541 |
|
|
2016
Q2 | $519K | Buy |
7,954
+75
| +1% | +$4.51K | 0.02% | 584 |
|
|
2016
Q1 | $473K | Buy |
7,879
+1,502
| +24% | +$84.1K | 0.02% | 592 |
|
|
2015
Q4 | $327K | Buy |
+6,377
| New | +$325K | 0.01% | 686 |
|
|
2014
Q3 | – | Sell |
-11,601
| Closed | -$544K | – | 1001 |
|
|
2014
Q2 | $544K | Buy |
+11,601
| New | +$539K | 0.04% | 547 |
|
|
2014
Q1 | – | Sell |
-7,521
| Closed | -$312K | – | 789 |
|
|
2013
Q4 | $312K | Buy |
+7,521
| New | +$312K | 0.03% | 512 |
|
Other funds holding WEC
FDx Advisors's WEC Position: Q2 2026 in Review
FDx Advisors reduced its WEC Energy (WEC) stake by 2.2% in Q2 2026, selling an estimated $6.62K and leaving 2,549 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #134.
FDx Advisors first reported a position in WEC in Q4 2013 and has held it in 38 quarters since. The position peaked at $5.46M in Q4 2021. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- FDx Advisors held 2,549 shares of WEC Energy worth $298K as of Q2 2026.
- FDx Advisors sold 58 WEC Energy shares in Q2 2026, an estimated $6.62K.
- WEC Energy made up 0.09% of FDx Advisors's portfolio in Q2 2026, its #134 holding.
- FDx Advisors first reported a position in WEC Energy in Q4 2013 and has held it in 38 quarters since.
- FDx Advisors's WEC Energy position peaked at $5.46M in Q4 2021.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.