Keystone Financial Group (Kentucky)’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 | $538K | Buy |
4,609
+457
| +11% | +$52.1K | 0.03% | 315 |
|
|
2026
Q1 | $481K | Buy |
4,152
+1,627
| +64% | +$183K | 0.03% | 302 |
|
|
2025
Q4 | $266K | Sell |
2,525
-643
| -20% | -$71.2K | 0.02% | 377 |
|
|
2025
Q3 | $363K | Buy |
3,168
+123
| +4% | +$13.3K | 0.03% | 292 |
|
|
2025
Q2 | $317K | Hold |
3,045
| – | – | 0.03% | 307 |
|
|
2025
Q1 | $332K | Sell |
3,045
-126
| -4% | -$12.9K | 0.03% | 272 |
|
|
2024
Q4 | $298K | Buy |
3,171
+1
| +0% | +$97 | 0.03% | 296 |
|
|
2024
Q3 | $305K | Buy |
3,170
+2
| +0.1% | +$177 | 0.04% | 274 |
|
|
2024
Q2 | $249K | Sell |
3,168
-44
| -1% | -$3.57K | 0.09% | 141 |
|
|
2024
Q1 | $264K | Buy |
3,212
+1
| +0% | +$80 | 0.04% | 277 |
|
|
2023
Q4 | $270K | Buy |
3,211
+138
| +4% | +$11.4K | 0.05% | 231 |
|
|
2023
Q3 | $248K | Buy |
3,073
+28
| +0.9% | +$2.43K | 0.04% | 238 |
|
|
2023
Q2 | $269K | Buy |
+3,045
| New | +$281K | 0.05% | 233 |
|
|
2022
Q4 | $285K | Hold |
3,045
| – | – | 0.06% | 214 |
|
|
2022
Q3 | $272K | Buy |
3,045
+30
| +1% | +$3.06K | 0.06% | 216 |
|
|
2022
Q2 | $303K | Hold |
3,015
| – | – | 0.06% | 208 |
|
|
2022
Q1 | $301K | Hold |
3,015
| – | – | 0.05% | 227 |
|
|
2021
Q4 | $293K | Sell |
3,015
-200
| -6% | -$18.3K | 0.05% | 244 |
|
|
2021
Q3 | $284K | Hold |
3,215
| – | – | 0.05% | 232 |
|
|
2021
Q2 | $286K | Hold |
3,215
| – | – | 0.05% | 234 |
|
|
2021
Q1 | $301K | Hold |
3,215
| – | – | 0.06% | 209 |
|
|
2020
Q4 | $296K | Sell |
3,215
-50
| -2% | -$4.87K | 0.06% | 197 |
|
|
2020
Q3 | $316K | Buy |
3,265
+389
| +14% | +$36.2K | 0.08% | 177 |
|
|
2020
Q2 | $252K | Sell |
2,876
-135
| -4% | -$12.2K | 0.07% | 187 |
|
|
2020
Q1 | $265K | Hold |
3,011
| – | – | 0.09% | 164 |
|
|
2019
Q4 | $278K | Sell |
3,011
-100
| -3% | -$9.12K | 0.07% | 192 |
|
|
2019
Q3 | $296K | Hold |
3,111
| – | – | 0.09% | 175 |
|
|
2019
Q2 | $259K | Sell |
3,111
-100
| -3% | -$8.02K | 0.08% | 182 |
|
|
2019
Q1 | $254K | Sell |
3,211
-270
| -8% | -$20K | 0.09% | 178 |
|
|
2018
Q4 | $241K | Hold |
3,481
| – | – | 0.11% | 156 |
|
|
2018
Q3 | $232K | Hold |
3,481
| – | – | 0.1% | 171 |
|
|
2018
Q2 | $227K | Buy |
+3,481
| New | +$216K | 0.13% | 146 |
|
Other funds holding WEC
Keystone Financial Group (Kentucky)'s WEC Position: Q2 2026 in Review
Keystone Financial Group (Kentucky) increased its WEC Energy (WEC) stake by 11% in Q2 2026, buying an estimated $52.1K and bringing the position to 4,609 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #315.
Keystone Financial Group (Kentucky) first reported a position in WEC in Q2 2018 and has held it in 32 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Keystone Financial Group (Kentucky) held 4,609 shares of WEC Energy worth $538K as of Q2 2026.
- Keystone Financial Group (Kentucky) bought 457 WEC Energy shares in Q2 2026, an estimated $52.1K.
- WEC Energy made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #315 holding.
- Keystone Financial Group (Kentucky) first reported a position in WEC Energy in Q2 2018 and has held it in 32 quarters since.
- 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.