IMA Advisory Services’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
$350 Hold
3
﹤0.01% 1296
2026
Q1
$347 Hold
3
﹤0.01% 906
2025
Q4
$316 Hold
3
﹤0.01% 905
2025
Q3
$344 Hold
3
﹤0.01% 440
2025
Q2
$313 Buy
+3
New +$319 ﹤0.01% 438

Other funds holding WEC

IMA Advisory Services's WEC Position: Q2 2026 in Review

IMA Advisory Services held its WEC Energy (WEC) position steady in Q2 2026 at 3 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

IMA Advisory Services first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • IMA Advisory Services held 3 shares of WEC Energy worth $350 as of Q2 2026.
  • IMA Advisory Services left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1296 holding.
  • IMA Advisory Services first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.