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Kovack Advisors’s WEC Energy WEC Stock Holding History

Kovack Advisors’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 		$473K Sell
4,077
-11
-0.3% -$1.24K 0.03% 603
2025
Q4 		$431K Buy
4,088
+1,259
+45% +$139K 0.02% 641
2025
Q3 		$324K Buy
2,829
+39
+1% +$4.23K 0.03% 440
2025
Q2 		$291K Buy
2,790
+33
+1% +$3.51K 0.03% 470
2025
Q1 		$300K Buy
2,757
+15
+0.5% +$1.53K 0.03% 425
2024
Q4 		$258K Buy
2,742
+23
+0.8% +$2.23K 0.03% 504
2024
Q3 		$262K Buy
2,719
+15
+0.6% +$1.33K 0.03% 477
2024
Q2 		$212K Buy
2,704
+22
+0.8% +$1.79K 0.02% 513
2024
Q1 		$220K Buy
2,682
+18
+0.7% +$1.45K 0.03% 419
2023
Q4 		$224K Buy
+2,664
New +$219K 0.03% 491
2022
Q2 		– Sell
-3,528
Closed -$352K – 750
2022
Q1 		$352K Buy
3,528
+1,182
+50% +$112K 0.04% 479
2021
Q4 		$228K Sell
2,346
-2,250
-49% -$206K 0.02% 613
2021
Q3 		$405K Buy
4,596
+290
+7% +$27.2K 0.04% 425
2021
Q2 		$383K Buy
4,306
+142
+3% +$13.4K 0.04% 433
2021
Q1 		$390K Sell
4,164
-402
-9% -$35K 0.05% 373
2020
Q4 		$420K Sell
4,566
-113
-2% -$11K 0.06% 319
2020
Q3 		$453K Sell
4,679
-44
-0.9% -$4.1K 0.08% 242
2020
Q2 		$414K Buy
4,723
+42
+0.9% +$3.79K 0.08% 248
2020
Q1 		$413K Buy
4,681
+461
+11% +$44.3K 0.1% 223
2019
Q4 		$389K Buy
4,220
+466
+12% +$42.5K 0.07% 303
2019
Q3 		$357K Buy
3,754
+67
+2% +$6.04K 0.07% 295
2019
Q2 		$307K Buy
+3,687
New +$296K 0.07% 303

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

Kovack Advisors's WEC Position: Q1 2026 in Review

Kovack Advisors reduced its WEC Energy (WEC) stake by 0.27% in Q1 2026, selling an estimated $1.24K and leaving 4,077 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #603.

Kovack Advisors first reported a position in WEC in Q2 2019 and has held it in 22 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Kovack Advisors held 4,077 shares of WEC Energy worth $473K as of Q1 2026.
  • Kovack Advisors sold 11 WEC Energy shares in Q1 2026, an estimated $1.24K.
  • WEC Energy made up 0.03% of Kovack Advisors's portfolio in Q1 2026, its #603 holding.
  • Kovack Advisors first reported a position in WEC Energy in Q2 2019 and has held it in 22 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.