IHT Wealth Management’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 | $1.02M | Sell |
8,767
-96
| -1% | -$11K | 0.02% | 588 |
|
|
2026
Q1 | $1.03M | Buy |
8,863
+474
| +6% | +$53.3K | 0.02% | 563 |
|
|
2025
Q4 | $888K | Sell |
8,389
-2,928
| -26% | -$324K | 0.02% | 571 |
|
|
2025
Q3 | $1.3M | Buy |
11,317
+550
| +5% | +$59.6K | 0.03% | 451 |
|
|
2025
Q2 | $1.12M | Buy |
10,767
+1,080
| +11% | +$115K | 0.03% | 466 |
|
|
2025
Q1 | $1.05M | Buy |
9,687
+85
| +0.9% | +$8.68K | 0.03% | 459 |
|
|
2024
Q4 | $903K | Sell |
9,602
-337
| -3% | -$32.7K | 0.03% | 489 |
|
|
2024
Q3 | $956K | Buy |
9,939
+549
| +6% | +$48.7K | 0.03% | 516 |
|
|
2024
Q2 | $742K | Buy |
9,390
+942
| +11% | +$76.5K | 0.03% | 512 |
|
|
2024
Q1 | $694K | Buy |
8,448
+462
| +6% | +$37.2K | 0.03% | 534 |
|
|
2023
Q4 | $672K | Sell |
7,986
-285
| -3% | -$23.5K | 0.03% | 505 |
|
|
2023
Q3 | $666K | Buy |
8,271
+1,183
| +17% | +$103K | 0.03% | 468 |
|
|
2023
Q2 | $625K | Buy |
7,088
+1,883
| +36% | +$174K | 0.03% | 474 |
|
|
2023
Q1 | $493K | Buy |
5,205
+1,237
| +31% | +$115K | 0.03% | 506 |
|
|
2022
Q4 | $372K | Sell |
3,968
-534
| -12% | -$49.3K | 0.02% | 580 |
|
|
2022
Q3 | $403K | Buy |
4,502
+1,190
| +36% | +$122K | 0.03% | 520 |
|
|
2022
Q2 | $333K | Buy |
3,312
+1
| +0% | +$101 | 0.03% | 497 |
|
|
2022
Q1 | $330K | Sell |
3,311
-736
| -18% | -$69.5K | 0.03% | 535 |
|
|
2021
Q4 | $393K | Buy |
4,047
+11
| +0.3% | +$1.01K | 0.03% | 509 |
|
|
2021
Q3 | $356K | Sell |
4,036
-7,024
| -64% | -$659K | 0.03% | 543 |
|
|
2021
Q2 | $984K | Buy |
11,060
+5,720
| +107% | +$539K | 0.06% | 323 |
|
|
2021
Q1 | $500K | Buy |
5,340
+4
| +0.1% | +$349 | 0.04% | 459 |
|
|
2020
Q4 | $491K | Buy |
5,336
+60
| +1% | +$5.84K | 0.04% | 415 |
|
|
2020
Q3 | $511K | Buy |
5,276
+773
| +17% | +$72K | 0.05% | 342 |
|
|
2020
Q2 | $395K | Sell |
4,503
-919
| -17% | -$82.9K | 0.05% | 339 |
|
|
2020
Q1 | $478K | Buy |
5,422
+265
| +5% | +$25.5K | 0.07% | 294 |
|
|
2019
Q4 | $476K | Sell |
5,157
-635
| -11% | -$57.9K | 0.06% | 338 |
|
|
2019
Q3 | $551K | Buy |
5,792
+854
| +17% | +$76.9K | 0.07% | 299 |
|
|
2019
Q2 | $412K | Buy |
4,938
+500
| +11% | +$40.1K | 0.06% | 331 |
|
|
2019
Q1 | $351K | Sell |
4,438
-1,364
| -24% | -$101K | 0.06% | 329 |
|
|
2018
Q4 | $402K | Buy |
5,802
+170
| +3% | +$11.9K | 0.08% | 280 |
|
|
2018
Q3 | $376K | Buy |
5,632
+184
| +3% | +$12.3K | 0.08% | 279 |
|
|
2018
Q2 | $352K | Buy |
5,448
+1,550
| +40% | +$96.3K | 0.09% | 271 |
|
|
2018
Q1 | $243K | Sell |
3,898
-143
| -4% | -$8.87K | 0.07% | 315 |
|
|
2017
Q4 | $264K | Buy |
4,041
+177
| +5% | +$11.9K | 0.07% | 306 |
|
|
2017
Q3 | $248K | Buy |
3,864
+464
| +14% | +$29.6K | 0.11% | 213 |
|
|
2017
Q2 | $37 | Buy |
3,400
+42
| +1% | +$2.6K | 0.02% | 596 |
|
|
2017
Q1 | $206K | Buy |
3,358
+423
| +14% | +$24.9K | 0.14% | 173 |
|
|
2016
Q4 | $172K | Buy |
+2,935
| New | +$168K | 0.13% | 189 |
|
Other funds holding WEC
IHT Wealth Management's WEC Position: Q2 2026 in Review
IHT Wealth Management reduced its WEC Energy (WEC) stake by 1.1% in Q2 2026, selling an estimated $11K and leaving 8,767 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #588.
IHT Wealth Management first reported a position in WEC in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.3M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- IHT Wealth Management held 8,767 shares of WEC Energy worth $1.02M as of Q2 2026.
- IHT Wealth Management sold 96 WEC Energy shares in Q2 2026, an estimated $11K.
- WEC Energy made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #588 holding.
- IHT Wealth Management first reported a position in WEC Energy in Q4 2016 and has held it in 39 quarters since.
- IHT Wealth Management's WEC Energy position peaked at $1.3M in Q3 2025.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.