Great Valley Advisor 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 | $2.57M | Buy |
21,968
+1,563
| +8% | +$178K | 0.04% | 348 |
|
|
2026
Q1 | $2.36M | Buy |
20,405
+626
| +3% | +$70.3K | 0.04% | 342 |
|
|
2025
Q4 | $2.09M | Buy |
19,779
+3,219
| +19% | +$356K | 0.04% | 332 |
|
|
2025
Q3 | $1.9M | Buy |
16,560
+1,680
| +11% | +$182K | 0.04% | 352 |
|
|
2025
Q2 | $1.55M | Sell |
14,880
-244
| -2% | -$26K | 0.03% | 364 |
|
|
2025
Q1 | $1.65M | Sell |
15,124
-32,393
| -68% | -$3.31M | 0.04% | 348 |
|
|
2024
Q4 | $4.47M | Buy |
47,517
+5,289
| +13% | +$513K | 0.1% | 192 |
|
|
2024
Q3 | $4.06M | Buy |
42,228
+34,277
| +431% | +$3.04M | 0.1% | 214 |
|
|
2024
Q2 | $624K | Sell |
7,951
-1,365
| -15% | -$111K | 0.02% | 483 |
|
|
2024
Q1 | $765K | Buy |
9,316
+1,689
| +22% | +$136K | 0.02% | 418 |
|
|
2023
Q4 | $642K | Buy |
7,627
+36
| +0.5% | +$2.96K | 0.02% | 409 |
|
|
2023
Q3 | $611K | Sell |
7,591
-168
| -2% | -$14.6K | 0.03% | 397 |
|
|
2023
Q2 | $685K | Buy |
7,759
+638
| +9% | +$58.9K | 0.03% | 379 |
|
|
2023
Q1 | $675K | Buy |
7,121
+1,471
| +26% | +$136K | 0.03% | 377 |
|
|
2022
Q4 | $530K | Buy |
5,650
+43
| +0.8% | +$3.97K | 0.03% | 430 |
|
|
2022
Q3 | $501K | Sell |
5,607
-9
| -0.2% | -$919 | 0.03% | 420 |
|
|
2022
Q2 | $565K | Buy |
5,616
+832
| +17% | +$84.4K | 0.03% | 402 |
|
|
2022
Q1 | $477K | Sell |
4,784
-25
| -0.5% | -$2.36K | 0.03% | 402 |
|
|
2021
Q4 | $467K | Sell |
4,809
-238
| -5% | -$21.8K | 0.03% | 403 |
|
|
2021
Q3 | $445K | Sell |
5,047
-28
| -0.6% | -$2.63K | 0.03% | 389 |
|
|
2021
Q2 | $451K | Sell |
5,075
-30
| -0.6% | -$2.83K | 0.03% | 370 |
|
|
2021
Q1 | $478K | Sell |
5,105
-434
| -8% | -$37.8K | 0.05% | 312 |
|
|
2020
Q4 | $510K | Buy |
5,539
+84
| +2% | +$8.17K | 0.05% | 278 |
|
|
2020
Q3 | $529K | Buy |
5,455
+388
| +8% | +$36.1K | 0.06% | 244 |
|
|
2020
Q2 | $445K | Buy |
5,067
+406
| +9% | +$36.6K | 0.07% | 250 |
|
|
2020
Q1 | $411K | Buy |
4,661
+951
| +26% | +$91.5K | 0.11% | 201 |
|
|
2019
Q4 | $342K | Sell |
3,710
-506
| -12% | -$46.1K | 0.08% | 258 |
|
|
2019
Q3 | $401K | Buy |
4,216
+271
| +7% | +$24.4K | 0.1% | 226 |
|
|
2019
Q2 | $329K | Buy |
3,945
+145
| +4% | +$11.6K | 0.08% | 237 |
|
|
2019
Q1 | $301K | Sell |
3,800
-1
| -0% | -$74 | 0.1% | 224 |
|
|
2018
Q4 | $263K | Buy |
+3,801
| New | +$267K | 0.1% | 189 |
|
Other funds holding WEC
Great Valley Advisor Group's WEC Position: Q2 2026 in Review
Great Valley Advisor Group increased its WEC Energy (WEC) stake by 7.7% in Q2 2026, buying an estimated $178K and bringing the position to 21,968 shares worth $2.57M. The position accounts for 0.04% of the portfolio, ranked #348.
Great Valley Advisor Group first reported a position in WEC in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.47M in Q4 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Great Valley Advisor Group held 21,968 shares of WEC Energy worth $2.57M as of Q2 2026.
- Great Valley Advisor Group bought 1,563 WEC Energy shares in Q2 2026, an estimated $178K.
- WEC Energy made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #348 holding.
- Great Valley Advisor Group first reported a position in WEC Energy in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's WEC Energy position peaked at $4.47M in Q4 2024.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.