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Investors Research Corp’s WEC Energy WEC Stock Holding History

Investors Research Corp’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11
Closed -$1.28K – 836
2026
Q2 		$1.28K Hold
11
– – ﹤0.01% 721
2026
Q1 		$1.27K Buy
+11
New +$1.24K ﹤0.01% 749
2025
Q4 		– Sell
-47
Closed -$5.39K – 903
2025
Q3 		$5.39K Hold
47
– – ﹤0.01% 711
2025
Q2 		$4.9K Hold
47
– – ﹤0.01% 753
2025
Q1 		$5.12K Buy
+47
New +$4.8K ﹤0.01% 757
2024
Q4 		– Sell
-77
Closed -$7.41K – 990
2024
Q3 		$7.41K Hold
77
– – ﹤0.01% 718
2024
Q2 		$6.04K Hold
77
– – ﹤0.01% 791
2024
Q1 		$6.32K Hold
77
– – ﹤0.01% 773
2023
Q4 		$6.48K Hold
77
– – ﹤0.01% 793
2023
Q3 		$6.2K Hold
77
– – ﹤0.01% 812
2023
Q2 		$6.79K Hold
77
– – ﹤0.01% 821
2023
Q1 		$7.3K Hold
77
– – ﹤0.01% 819
2022
Q4 		$7.22K Buy
+77
New +$7.12K ﹤0.01% 815
2020
Q1 		– Sell
-139
Closed -$13K – 1151
2019
Q4 		$13K Hold
139
– – 0.01% 794
2019
Q3 		$13K Buy
+139
New +$12.5K 0.01% 798

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investors Research Corp's WEC Position: Q3 2026 in Review

Investors Research Corp sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 11 shares — an estimated $1.28K sold.

Investors Research Corp first reported a position in WEC in Q3 2019 and held it in 15 quarters. The position peaked at $13K in Q4 2019. 79 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Investors Research Corp reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Investors Research Corp sold 11 WEC Energy shares in Q3 2026, an estimated $1.28K.
  • Investors Research Corp first reported a position in WEC Energy in Q3 2019 and held it in 15 quarters.
  • Investors Research Corp's WEC Energy position peaked at $13K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.