Horizon 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 | $1.82M | Sell |
15,752
-178
| -1% | -$20K | 0.02% | 505 |
|
|
2025
Q4 | $1.68M | Buy |
15,930
+396
| +3% | +$43.8K | 0.02% | 512 |
|
|
2025
Q3 | $1.78M | Buy |
15,534
+2,136
| +16% | +$232K | 0.02% | 493 |
|
|
2025
Q2 | $1.4M | Buy |
13,398
+7,267
| +119% | +$773K | 0.02% | 484 |
|
|
2025
Q1 | $668K | Buy |
6,131
+250
| +4% | +$25.5K | 0.02% | 333 |
|
|
2024
Q4 | $553K | Buy |
5,881
+109
| +2% | +$10.6K | 0.02% | 352 |
|
|
2024
Q3 | $555K | Sell |
5,772
-92
| -2% | -$8.15K | 0.01% | 349 |
|
|
2024
Q2 | $460K | Buy |
5,864
+88
| +2% | +$7.15K | 0.01% | 383 |
|
|
2024
Q1 | $470K | Buy |
5,776
+77
| +1% | +$6.19K | 0.01% | 374 |
|
|
2023
Q4 | $475K | Buy |
5,699
+1,386
| +32% | +$114K | 0.01% | 346 |
|
|
2023
Q3 | $344K | Buy |
4,313
+90
| +2% | +$7.82K | 0.01% | 380 |
|
|
2023
Q2 | $369K | Sell |
4,223
-45
| -1% | -$4.16K | 0.01% | 371 |
|
|
2023
Q1 | $405K | Sell |
4,268
-1,542
| -27% | -$143K | 0.01% | 332 |
|
|
2022
Q4 | $545K | Sell |
5,810
-2,152
| -27% | -$199K | 0.02% | 360 |
|
|
2022
Q3 | $712K | Buy |
7,962
+2,888
| +57% | +$295K | 0.02% | 275 |
|
|
2022
Q2 | $511K | Buy |
5,074
+2,297
| +83% | +$233K | 0.02% | 275 |
|
|
2022
Q1 | $277K | Buy |
2,777
+466
| +20% | +$44K | 0.01% | 455 |
|
|
2021
Q4 | $224K | Buy |
+2,311
| New | +$211K | 0.01% | 445 |
|
|
2021
Q3 | – | Sell |
-4,769
| Closed | -$424K | – | 521 |
|
|
2021
Q2 | $424K | Buy |
4,769
+280
| +6% | +$26.4K | 0.01% | 344 |
|
|
2021
Q1 | $420K | Sell |
4,489
-7,880
| -64% | -$687K | 0.02% | 327 |
|
|
2020
Q4 | $1.14M | Buy |
12,369
+1,167
| +10% | +$114K | 1.3% | 24 |
|
|
2020
Q3 | $1.08M | Sell |
11,202
-5,495
| -33% | -$512K | 0.04% | 172 |
|
|
2020
Q2 | $1.46M | Buy |
16,697
+12,409
| +289% | +$1.12M | 0.04% | 186 |
|
|
2020
Q1 | $378K | Sell |
4,288
-766
| -15% | -$73.7K | 0.02% | 214 |
|
|
2019
Q4 | $466K | Buy |
5,054
+614
| +14% | +$56K | 0.02% | 303 |
|
|
2019
Q3 | $422K | Sell |
4,440
-3,303
| -43% | -$298K | 0.02% | 177 |
|
|
2019
Q2 | $646K | Sell |
7,743
-9,833
| -56% | -$789K | 0.02% | 210 |
|
|
2019
Q1 | $1.39M | Buy |
17,576
+4,465
| +34% | +$331K | 0.05% | 156 |
|
|
2018
Q4 | $908K | Buy |
13,111
+841
| +7% | +$59.1K | 0.05% | 153 |
|
|
2018
Q3 | $819K | Buy |
12,270
+1,610
| +15% | +$107K | 0.03% | 160 |
|
|
2018
Q2 | $689K | Buy |
10,660
+1,300
| +14% | +$80.8K | 0.03% | 175 |
|
|
2018
Q1 | $587K | Buy |
9,360
+1,152
| +14% | +$71.5K | 0.03% | 149 |
|
|
2017
Q4 | $540K | Buy |
8,208
+881
| +12% | +$59.1K | 0.03% | 141 |
|
|
2017
Q3 | $456K | Buy |
+7,327
| New | +$467K | 0.03% | 134 |
|
Other funds holding WEC
VCM
VPM
Horizon Investments's WEC Position: Q1 2026 in Review
Horizon Investments reduced its WEC Energy (WEC) stake by 1.1% in Q1 2026, selling an estimated $20K and leaving 15,752 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #505.
Horizon Investments first reported a position in WEC in Q3 2017 and has held it in 34 quarters since. 1,375 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Horizon Investments held 15,752 shares of WEC Energy worth $1.82M as of Q1 2026.
- Horizon Investments sold 178 WEC Energy shares in Q1 2026, an estimated $20K.
- WEC Energy made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #505 holding.
- Horizon Investments first reported a position in WEC Energy in Q3 2017 and has held it in 34 quarters since.
- 1,375 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.