HBK Sorce Advisory’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 | $557K | Buy |
5,145
+197
| +4% | +$22.5K | 0.01% | 369 |
|
|
2026
Q1 | $552K | Sell |
4,948
-1,109
| -18% | -$125K | 0.01% | 356 |
|
|
2025
Q4 | $675K | Buy |
6,057
+500
| +9% | +$55.4K | 0.02% | 304 |
|
|
2025
Q3 | $652K | Buy |
5,557
+55
| +1% | +$5.96K | 0.02% | 302 |
|
|
2025
Q2 | $573K | Buy |
5,502
+19
| +0.3% | +$2.02K | 0.02% | 311 |
|
|
2025
Q1 | $598K | Buy |
5,483
+28
| +0.5% | +$2.86K | 0.02% | 303 |
|
|
2024
Q4 | $513K | Buy |
5,455
+779
| +17% | +$75.5K | 0.02% | 328 |
|
|
2024
Q3 | $450K | Buy |
4,676
+546
| +13% | +$48.4K | 0.01% | 357 |
|
|
2024
Q2 | $324K | Buy |
4,130
+74
| +2% | +$6.01K | 0.01% | 421 |
|
|
2024
Q1 | $333K | Buy |
4,056
+650
| +19% | +$52.3K | 0.01% | 423 |
|
|
2023
Q4 | $287K | Buy |
3,406
+472
| +16% | +$38.9K | 0.01% | 430 |
|
|
2023
Q3 | $236K | Buy |
2,934
+12
| +0.4% | +$1.04K | 0.01% | 474 |
|
|
2023
Q2 | $258K | Buy |
2,922
+290
| +11% | +$26.8K | 0.01% | 482 |
|
|
2023
Q1 | $249K | Sell |
2,632
-2,986
| -53% | -$276K | 0.01% | 476 |
|
|
2022
Q4 | $527K | Buy |
5,618
+2,813
| +100% | +$260K | 0.01% | 403 |
|
|
2022
Q3 | $251K | Buy |
+2,805
| New | +$287K | 0.02% | 400 |
|
|
2022
Q2 | – | Sell |
-2,820
| Closed | -$281K | – | 569 |
|
|
2022
Q1 | $281K | Sell |
2,820
-94
| -3% | -$8.88K | 0.02% | 414 |
|
|
2021
Q4 | $283K | Sell |
2,914
-885
| -23% | -$80.9K | 0.01% | 459 |
|
|
2021
Q3 | $335K | Buy |
3,799
+30
| +0.8% | +$2.81K | 0.02% | 408 |
|
|
2021
Q2 | $335K | Hold |
3,769
| – | – | 0.02% | 423 |
|
|
2021
Q1 | $353K | Sell |
3,769
-9
| -0.2% | -$785 | 0.02% | 369 |
|
|
2020
Q4 | $348K | Buy |
3,778
+1,124
| +42% | +$109K | 0.02% | 343 |
|
|
2020
Q3 | $257K | Hold |
2,654
| – | – | 0.02% | 375 |
|
|
2020
Q2 | $233K | Sell |
2,654
-498
| -16% | -$44.9K | 0.02% | 376 |
|
|
2020
Q1 | $278K | Sell |
3,152
-590
| -16% | -$56.7K | 0.03% | 307 |
|
|
2019
Q4 | $345K | Buy |
3,742
+1,099
| +42% | +$100K | 0.03% | 324 |
|
|
2019
Q3 | $251K | Sell |
2,643
-5
| -0.2% | -$451 | 0.02% | 356 |
|
|
2019
Q2 | $221K | Sell |
2,648
-332
| -11% | -$26.6K | 0.02% | 370 |
|
|
2019
Q1 | $236K | Buy |
2,980
+90
| +3% | +$6.68K | 0.02% | 375 |
|
|
2018
Q4 | $200K | Sell |
2,890
-550
| -16% | -$38.6K | 0.02% | 358 |
|
|
2018
Q3 | $230K | Sell |
3,440
-8
| -0.2% | -$533 | 0.03% | 349 |
|
|
2018
Q2 | $223K | Hold |
3,448
| – | – | 0.03% | 351 |
|
|
2018
Q1 | $216K | Buy |
+3,448
| New | +$214K | 0.03% | 340 |
|
Other funds holding WEC
CIM
HBK Sorce Advisory's WEC Position: Q2 2026 in Review
HBK Sorce Advisory increased its WEC Energy (WEC) stake by 4% in Q2 2026, buying an estimated $22.5K and bringing the position to 5,145 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #369.
HBK Sorce Advisory first reported a position in WEC in Q1 2018 and has held it in 33 quarters since. The position peaked at $675K in Q4 2025. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- HBK Sorce Advisory held 5,145 shares of WEC Energy worth $557K as of Q2 2026.
- HBK Sorce Advisory bought 197 WEC Energy shares in Q2 2026, an estimated $22.5K.
- WEC Energy made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #369 holding.
- HBK Sorce Advisory first reported a position in WEC Energy in Q1 2018 and has held it in 33 quarters since.
- HBK Sorce Advisory's WEC Energy position peaked at $675K in Q4 2025.
- 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.