HighPoint 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 | $1.32M | Buy |
11,288
+781
| +7% | +$89.1K | 0.05% | 275 |
|
|
2026
Q1 | $1.22M | Sell |
10,507
-31,558
| -75% | -$3.55M | 0.05% | 259 |
|
|
2025
Q4 | $4.44M | Buy |
42,065
+14,097
| +50% | +$1.56M | 0.1% | 187 |
|
|
2025
Q3 | $3.2M | Buy |
27,968
+2,058
| +8% | +$223K | 0.15% | 113 |
|
|
2025
Q2 | $2.7M | Sell |
25,910
-433
| -2% | -$46.1K | 0.14% | 123 |
|
|
2025
Q1 | $2.88M | Buy |
26,343
+115
| +0.4% | +$11.7K | 0.17% | 107 |
|
|
2024
Q4 | $2.68M | Buy |
26,228
+45
| +0.2% | +$4.36K | 0.15% | 121 |
|
|
2024
Q3 | $2.52M | Sell |
26,183
-610
| -2% | -$54.1K | 0.15% | 117 |
|
|
2024
Q2 | $2.29M | Buy |
26,793
+3,700
| +16% | +$301K | 0.14% | 125 |
|
|
2024
Q1 | $1.96M | Sell |
23,093
-195
| -0.8% | -$15.7K | 0.14% | 121 |
|
|
2023
Q4 | $1.86M | Buy |
+23,288
| New | +$1.92M | 0.13% | 128 |
|
|
2022
Q2 | $2.51M | Buy |
+24,800
| New | +$2.51M | 0.27% | 73 |
|
|
2021
Q3 | $2.27M | Sell |
25,746
-1,192
| -4% | -$112K | 0.22% | 88 |
|
|
2021
Q2 | $2.4M | Buy |
26,938
+179
| +0.7% | +$16.9K | 0.24% | 86 |
|
|
2021
Q1 | $2.47M | Buy |
26,759
+209
| +0.8% | +$18.2K | 0.29% | 75 |
|
|
2020
Q4 | $2.27M | Buy |
26,550
+1,029
| +4% | +$100K | 0.28% | 79 |
|
|
2020
Q3 | $2.59M | Sell |
25,521
-288
| -1% | -$26.8K | 0.47% | 49 |
|
|
2020
Q2 | $2.31M | Sell |
25,809
-1,106
| -4% | -$99.8K | 0.49% | 45 |
|
|
2020
Q1 | $2.52M | Buy |
26,915
+38
| +0.1% | +$3.65K | 0.6% | 36 |
|
|
2019
Q4 | $2.63M | Sell |
26,877
-312
| -1% | -$28.4K | 0.54% | 43 |
|
|
2019
Q3 | $2.39M | Buy |
27,189
+820
| +3% | +$73.9K | 0.53% | 44 |
|
|
2019
Q2 | $2.27M | Buy |
26,369
+15,440
| +141% | +$1.24M | 0.53% | 45 |
|
|
2019
Q1 | $1.14M | Sell |
10,929
-145
| -1% | -$10.8K | 0.28% | 74 |
|
|
2018
Q4 | $1.1M | Sell |
11,074
-14,056
| -56% | -$987K | 0.29% | 78 |
|
|
2018
Q3 | $1.76M | Buy |
25,130
+12,374
| +97% | +$825K | 0.48% | 45 |
|
|
2018
Q2 | $1.16M | Buy |
12,756
+706
| +6% | +$43.9K | 0.31% | 78 |
|
|
2018
Q1 | $1.01M | Sell |
12,050
-17,305
| -59% | -$1.07M | 0.28% | 94 |
|
|
2017
Q4 | $1.79M | Sell |
29,355
-3,964
| -12% | -$266K | 0.51% | 50 |
|
|
2017
Q3 | $2.25M | Sell |
33,319
-3,525
| -10% | -$225K | 0.7% | 36 |
|
|
2017
Q2 | $2.36M | Hold |
36,844
| – | – | 0.76% | 27 |
|
|
2017
Q1 | $2.36M | Buy |
36,844
+12,505
| +51% | +$737K | 0.76% | 27 |
|
|
2016
Q4 | $1.46M | Sell |
24,339
-2
| -0% | -$115 | 0.47% | 50 |
|
|
2016
Q3 | $1.35M | Sell |
24,341
-5,207
| -18% | -$325K | 0.48% | 50 |
|
|
2016
Q2 | $1.85M | Buy |
29,548
+11,385
| +63% | +$685K | 0.65% | 32 |
|
|
2016
Q1 | $1.03M | Buy |
18,163
+2,170
| +14% | +$121K | 0.63% | 39 |
|
|
2015
Q4 | $858K | Buy |
15,993
+9,522
| +147% | +$486K | 0.56% | 51 |
|
|
2015
Q3 | $338K | Buy |
+6,471
| New | +$315K | 0.37% | 101 |
|
Other funds holding WEC
HighPoint Advisor Group's WEC Position: Q2 2026 in Review
HighPoint Advisor Group increased its WEC Energy (WEC) stake by 7.4% in Q2 2026, buying an estimated $89.1K and bringing the position to 11,288 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #275.
HighPoint Advisor Group first reported a position in WEC in Q3 2015 and has held it in 37 quarters since. The position peaked at $4.44M in Q4 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- HighPoint Advisor Group held 11,288 shares of WEC Energy worth $1.32M as of Q2 2026.
- HighPoint Advisor Group bought 781 WEC Energy shares in Q2 2026, an estimated $89.1K.
- WEC Energy made up 0.05% of HighPoint Advisor Group's portfolio in Q2 2026, its #275 holding.
- HighPoint Advisor Group first reported a position in WEC Energy in Q3 2015 and has held it in 37 quarters since.
- HighPoint Advisor Group's WEC Energy position peaked at $4.44M in Q4 2025.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.