IFG 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
$126K Buy
+1,079
New +$123K ﹤0.01% 998
2022
Q4
Sell
-3,949
Closed -$353K 543
2022
Q3
$353K Buy
+3,949
New +$403K 0.03% 374

Other funds holding WEC

IFG Advisory's WEC Position: Q2 2026 in Review

IFG Advisory opened a new position in WEC Energy (WEC) in Q2 2026: 1,079 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WEC as recently as Q3 2022.

IFG Advisory first reported a position in WEC in Q3 2022 and has held it in 2 quarters since. The position peaked at $353K in Q3 2022. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • IFG Advisory held 1,079 shares of WEC Energy worth $126K as of Q2 2026.
  • WEC Energy was a new IFG Advisory position in Q2 2026.
  • WEC Energy made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #998 holding.
  • IFG Advisory first reported a position in WEC Energy in Q3 2022 and has held it in 2 quarters since.
  • IFG Advisory's WEC Energy position peaked at $353K in Q3 2022.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.