Keating Financial 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
$62.2K Buy
532
+114
+27% +$13K 0.01% 625
2026
Q1
$48.3K Sell
418
-29
-6% -$3.26K 0.01% 621
2025
Q4
$47.1K Buy
+447
New +$49.5K 0.01% 658

Other funds holding WEC

Keating Financial Advisory Services's WEC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its WEC Energy (WEC) stake by 27% in Q2 2026, buying an estimated $13K and bringing the position to 532 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #625.

Keating Financial Advisory Services first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Keating Financial Advisory Services held 532 shares of WEC Energy worth $62.2K as of Q2 2026.
  • Keating Financial Advisory Services bought 114 WEC Energy shares in Q2 2026, an estimated $13K.
  • WEC Energy made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #625 holding.
  • Keating Financial Advisory Services first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.