Janney Montgomery Scott
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Janney Montgomery Scott’s WEC Energy WEC Stock Holding History

Janney Montgomery Scott’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
Q1 		$11.2M Buy
96,747
+10,881
+13% +$1.22M 0.03% 541
2025
Q4 		$9.05M Buy
85,866
+5,547
+7% +$614K 0.02% 660
2025
Q3 		$9.2M Buy
80,319
+2,100
+3% +$228K 0.02% 649
2025
Q2 		$8.15M Sell
78,219
-2,808
-3% -$299K 0.02% 635
2025
Q1 		$8.83M Buy
81,027
+10,044
+14% +$1.03M 0.03% 576
2024
Q4 		$6.67M Buy
70,983
+1,697
+2% +$165K 0.02% 684
2024
Q3 		$6.66M Buy
69,286
+8,628
+14% +$765K 0.02% 673
2024
Q2 		$4.76M Buy
60,658
+1,359
+2% +$110K 0.01% 749
2024
Q1 		$4.87M Buy
59,299
+1,584
+3% +$127K 0.01% 776
2023
Q4 		$4.86M Sell
57,715
-3,588
-6% -$295K 0.02% 741
2023
Q3 		$4.94M Sell
61,303
-970
-2% -$84.3K 0.02% 678
2023
Q2 		$5.5M Sell
62,273
-2,246
-3% -$208K 0.02% 665
2023
Q1 		$6.12M Buy
64,519
+1,355
+2% +$125K 0.03% 573
2022
Q4 		$5.92M Buy
63,164
+4,078
+7% +$377K 0.02% 613
2022
Q3 		$5.28M Buy
59,086
+1,986
+3% +$203K 0.02% 610
2022
Q2 		$5.69M Buy
57,100
+5,141
+10% +$521K 0.03% 560
2022
Q1 		$5.19M Buy
51,959
+1,209
+2% +$114K 0.02% 592
2021
Q4 		$4.93M Sell
50,750
-194
-0.4% -$17.7K 0.02% 636
2021
Q3 		$4.49M Sell
50,944
-15,190
-23% -$1.42M 0.02% 630
2021
Q2 		$5.88M Sell
66,134
-11,285
-15% -$1.06M 0.03% 536
2021
Q1 		$7.25M Sell
77,419
-764
-1% -$66.6K 0.04% 421
2020
Q4 		$7.2M Buy
78,183
+156
+0.2% +$15.2K 0.03% 420
2020
Q3 		$7.56M Sell
78,027
-1,528
-2% -$142K 0.04% 360
2020
Q2 		$6.97M Buy
79,555
+2,441
+3% +$220K 0.04% 359
2020
Q1 		$6.8M Buy
77,114
+45
+0.1% +$4.33K 0.05% 311
2019
Q4 		$7.11M Sell
77,069
-737
-0.9% -$67.2K 0.05% 354
2019
Q3 		$7.4M Sell
77,806
-34,516
-31% -$3.11M 0.05% 337
2019
Q2 		$9.36M Buy
112,322
+12,831
+13% +$1.03M 0.07% 283
2019
Q1 		$7.87M Buy
99,491
+519
+0.5% +$38.5K 0.06% 311
2018
Q4 		$6.86M Buy
98,972
+3,860
+4% +$271K 0.07% 306
2018
Q3 		$6.35M Buy
95,112
+2,449
+3% +$163K 0.05% 344
2018
Q2 		$5.99M Buy
92,663
+733
+0.8% +$45.6K 0.06% 336
2018
Q1 		$5.76M Buy
91,930
+5,594
+6% +$347K 0.06% 337
2017
Q4 		$5.74M Buy
86,336
+7,536
+10% +$506K 0.06% 332
2017
Q3 		$4.95M Buy
78,800
+3,854
+5% +$246K 0.06% 340
2017
Q2 		$4.6M Buy
74,946
+6,337
+9% +$391K 0.06% 338
2017
Q1 		$4.16M Buy
68,609
+7,432
+12% +$438K 0.06% 337
2016
Q4 		$3.59M Buy
61,177
+8,928
+17% +$512K 0.05% 336
2016
Q3 		$3.13M Buy
+52,249
New +$3.26M 0.06% 333
2016
Q2 		– Sell
-50,954
Closed -$3.06M – 1174
2016
Q1 		$3.06M Buy
50,954
+26,966
+112% +$1.51M 0.08% 245
2015
Q4 		$1.23M Buy
23,988
+585
+2% +$29.9K 0.03% 492
2015
Q3 		$1.22M Buy
23,403
+4,086
+21% +$199K 0.03% 466
2015
Q2 		$869K Sell
19,317
-516
-3% -$24.8K 0.02% 858
2015
Q1 		$982K Sell
19,833
-112
-0.6% -$5.86K 0.02% 911
2014
Q4 		$1.05M Buy
19,945
+521
+3% +$25.6K 0.02% 841
2014
Q3 		$835K Buy
19,424
+1,579
+9% +$70.1K 0.02% 935
2014
Q2 		$837K Buy
17,845
+577
+3% +$26.8K 0.02% 924
2014
Q1 		$804K Sell
17,268
-97
-0.6% -$4.18K 0.02% 849
2013
Q4 		$718K Sell
17,365
-188
-1% -$7.8K 0.02% 875
2013
Q3 		$709K Buy
17,553
+6,191
+54% +$258K 0.02% 804
2013
Q2 		$466K Buy
+11,362
New +$482K 0.05% 413

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott's WEC Position: Q1 2026 in Review

Janney Montgomery Scott increased its WEC Energy (WEC) stake by 13% in Q1 2026, buying an estimated $1.22M and bringing the position to 96,747 shares worth $11.2M. The position accounts for 0.03% of the portfolio, ranked #541.

Janney Montgomery Scott first reported a position in WEC in Q2 2013 and has held it in 51 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Janney Montgomery Scott held 96,747 shares of WEC Energy worth $11.2M as of Q1 2026.
  • Janney Montgomery Scott bought 10,881 WEC Energy shares in Q1 2026, an estimated $1.22M.
  • WEC Energy made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #541 holding.
  • Janney Montgomery Scott first reported a position in WEC Energy in Q2 2013 and has held it in 51 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.