Howe & Rusling’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 | $244K | Sell |
2,107
-54
| -2% | -$6.07K | 0.02% | 263 |
|
|
2025
Q4 | $228K | Sell |
2,161
-1
| -0% | -$111 | 0.02% | 280 |
|
|
2025
Q3 | $248K | Sell |
2,162
-76
| -3% | -$8.24K | 0.02% | 261 |
|
|
2025
Q2 | $233K | Buy |
2,238
+115
| +5% | +$12.2K | 0.02% | 266 |
|
|
2025
Q1 | $231K | Buy |
+2,123
| New | +$217K | 0.02% | 248 |
|
|
2024
Q4 | – | Sell |
-2,086
| Closed | -$201K | – | 466 |
|
|
2024
Q3 | $201K | Buy |
+2,086
| New | +$185K | 0.02% | 250 |
|
|
2024
Q2 | – | Sell |
-4,105
| Closed | -$337K | – | 401 |
|
|
2024
Q1 | $337K | Buy |
4,105
+86
| +2% | +$6.92K | 0.03% | 192 |
|
|
2023
Q4 | $338K | Hold |
4,019
| – | – | 0.04% | 171 |
|
|
2023
Q3 | $324K | Hold |
4,019
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $355K | Hold |
4,019
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $381K | Buy |
+4,019
| New | +$372K | 0.05% | 156 |
|
|
2022
Q4 | – | Sell |
-19
| Closed | -$2K | – | 1044 |
|
|
2022
Q3 | $2K | Buy |
+19
| New | +$1.94K | ﹤0.01% | 919 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$5K | – | 1026 |
|
|
2020
Q4 | $5K | Buy |
+57
| New | +$5.55K | ﹤0.01% | 633 |
|
|
2019
Q1 | – | Sell |
-371
| Closed | -$26K | – | 893 |
|
|
2018
Q4 | $26K | Hold |
371
| – | – | 0.01% | 321 |
|
|
2018
Q3 | $25K | Hold |
371
| – | – | ﹤0.01% | 364 |
|
|
2018
Q2 | $24K | Sell |
371
-2
| -0.5% | -$124 | ﹤0.01% | 338 |
|
|
2018
Q1 | $23K | Buy |
+373
| New | +$23.1K | ﹤0.01% | 369 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$21K | – | 1033 |
|
|
2017
Q1 | $21K | Hold |
350
| – | – | ﹤0.01% | 365 |
|
|
2016
Q4 | $21K | Hold |
350
| – | – | ﹤0.01% | 361 |
|
|
2016
Q3 | $21K | Buy |
+350
| New | +$21.8K | ﹤0.01% | 364 |
|
|
2014
Q2 | – | Sell |
-130
| Closed | -$6K | – | 930 |
|
|
2014
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 650 |
|
|
2013
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 611 |
|
|
2013
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 704 |
|
|
2013
Q2 | $5K | Buy |
+130
| New | +$5.51K | ﹤0.01% | 724 |
|
Other funds holding WEC
VCM
VPM
Howe & Rusling's WEC Position: Q1 2026 in Review
Howe & Rusling reduced its WEC Energy (WEC) stake by 2.5% in Q1 2026, selling an estimated $6.07K and leaving 2,107 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #263.
Howe & Rusling first reported a position in WEC in Q2 2013 and has held it in 24 quarters since. The position peaked at $381K in Q1 2023. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Howe & Rusling held 2,107 shares of WEC Energy worth $244K as of Q1 2026.
- Howe & Rusling sold 54 WEC Energy shares in Q1 2026, an estimated $6.07K.
- WEC Energy made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #263 holding.
- Howe & Rusling first reported a position in WEC Energy in Q2 2013 and has held it in 24 quarters since.
- Howe & Rusling's WEC Energy position peaked at $381K in Q1 2023.
- 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.