MPS Loria Financial Planners’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
Q1 | $607K | Sell |
5,245
-81
| -2% | -$9.1K | 0.16% | 39 |
|
|
2025
Q4 | $562K | Sell |
5,326
-291
| -5% | -$32.2K | 0.14% | 42 |
|
|
2025
Q3 | $644K | Sell |
5,617
-186
| -3% | -$20.2K | 0.17% | 34 |
|
|
2025
Q2 | $605K | Sell |
5,803
-583
| -9% | -$62K | 0.18% | 37 |
|
|
2025
Q1 | $696K | Sell |
6,386
-163
| -2% | -$16.6K | 0.21% | 31 |
|
|
2024
Q4 | $616K | Sell |
6,549
-221
| -3% | -$21.4K | 0.18% | 35 |
|
|
2024
Q3 | $651K | Buy |
6,770
+31
| +0.5% | +$2.75K | 0.19% | 33 |
|
|
2024
Q2 | $529K | Buy |
6,739
+35
| +0.5% | +$2.84K | 0.17% | 37 |
|
|
2024
Q1 | $551K | Buy |
6,704
+135
| +2% | +$10.9K | 0.18% | 37 |
|
|
2023
Q4 | $553K | Buy |
6,569
+30
| +0.5% | +$2.47K | 0.19% | 36 |
|
|
2023
Q3 | $527K | Buy |
6,539
+31
| +0.5% | +$2.69K | 0.21% | 36 |
|
|
2023
Q2 | $574K | Buy |
6,508
+29
| +0.4% | +$2.68K | 0.22% | 36 |
|
|
2023
Q1 | $614K | Buy |
6,479
+29
| +0.4% | +$2.69K | 0.25% | 33 |
|
|
2022
Q4 | $605K | Buy |
6,450
+24
| +0.4% | +$2.22K | 0.27% | 32 |
|
|
2022
Q3 | $575K | Sell |
6,426
-200
| -3% | -$20.4K | 0.22% | 32 |
|
|
2022
Q2 | $666K | Buy |
6,626
+22
| +0.3% | +$2.23K | 0.3% | 29 |
|
|
2022
Q1 | $659K | Buy |
6,604
+26
| +0.4% | +$2.46K | 0.28% | 31 |
|
|
2021
Q4 | $638K | Buy |
6,578
+23
| +0.4% | +$2.1K | 0.26% | 33 |
|
|
2021
Q3 | $578K | Buy |
6,555
+22
| +0.3% | +$2.06K | 0.26% | 31 |
|
|
2021
Q2 | $581K | Buy |
6,533
+21
| +0.3% | +$1.98K | 0.27% | 32 |
|
|
2021
Q1 | $609K | Sell |
6,512
-133
| -2% | -$11.6K | 0.28% | 33 |
|
|
2020
Q4 | $601K | Buy |
6,645
+3,551
| +115% | +$346K | 0.27% | 32 |
|
|
2020
Q3 | $300K | Buy |
3,094
+21
| +0.7% | +$1.96K | 0.16% | 50 |
|
|
2020
Q2 | $269K | Buy |
3,073
+21
| +0.7% | +$1.9K | 0.14% | 54 |
|
|
2020
Q1 | $269K | Buy |
3,052
+19
| +0.6% | +$1.83K | 0.21% | 47 |
|
|
2019
Q4 | $279K | Buy |
3,033
+20
| +0.7% | +$1.82K | 0.16% | 56 |
|
|
2019
Q3 | $286K | Buy |
3,013
+18
| +0.6% | +$1.62K | 0.19% | 50 |
|
|
2019
Q2 | $249K | Sell |
2,995
-680
| -19% | -$54.5K | 0.16% | 57 |
|
|
2019
Q1 | $291K | Sell |
3,675
-11
| -0.3% | -$816 | 0.19% | 49 |
|
|
2018
Q4 | $255K | Buy |
3,686
+26
| +0.7% | +$1.83K | 0.18% | 58 |
|
|
2018
Q3 | $244K | Buy |
+3,660
| New | +$244K | 0.15% | 61 |
|
|
2018
Q2 | – | Sell |
-3,598
| Closed | -$226K | – | 71 |
|
|
2018
Q1 | $226K | Buy |
3,598
+33
| +0.9% | +$2.05K | 0.16% | 64 |
|
|
2017
Q4 | $237K | Buy |
3,565
+27
| +0.8% | +$1.81K | 0.16% | 68 |
|
|
2017
Q3 | $222K | Buy |
3,538
+28
| +0.8% | +$1.79K | 0.16% | 68 |
|
|
2017
Q2 | $226K | Buy |
+3,510
| New | +$217K | 0.15% | 64 |
|
Other funds holding WEC
VCM
VPM
MPS Loria Financial Planners's WEC Position: Q1 2026 in Review
MPS Loria Financial Planners reduced its WEC Energy (WEC) stake by 1.5% in Q1 2026, selling an estimated $9.1K and leaving 5,245 shares worth $607K. The position accounts for 0.16% of the portfolio, ranked #39.
MPS Loria Financial Planners first reported a position in WEC in Q2 2017 and has held it in 35 quarters since. The position peaked at $696K in Q1 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- MPS Loria Financial Planners held 5,245 shares of WEC Energy worth $607K as of Q1 2026.
- MPS Loria Financial Planners sold 81 WEC Energy shares in Q1 2026, an estimated $9.1K.
- WEC Energy made up 0.16% of MPS Loria Financial Planners's portfolio in Q1 2026, its #39 holding.
- MPS Loria Financial Planners first reported a position in WEC Energy in Q2 2017 and has held it in 35 quarters since.
- MPS Loria Financial Planners's WEC Energy position peaked at $696K in Q1 2025.
- 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.