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Pine Valley Investments’s WEC Energy WEC Stock Holding History

Pine Valley Investments’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
Q2 		$268K Buy
2,291
+267
+13% +$30.5K 0.01% 518
2026
Q1 		$234K Sell
2,024
-26
-1% -$2.92K 0.01% 508
2025
Q4 		$216K Sell
2,050
-124
-6% -$13.7K 0.01% 517
2025
Q3 		$249K Buy
2,174
+36
+2% +$3.9K 0.01% 481
2025
Q2 		$223K Buy
2,138
+69
+3% +$7.34K 0.01% 490
2025
Q1 		$225K Buy
+2,069
New +$211K 0.01% 475
2024
Q1 		– Sell
-2,490
Closed -$210K – 532
2023
Q4 		$210K Sell
2,490
-520
-17% -$42.8K 0.02% 455
2023
Q3 		$242K Buy
3,010
+294
+11% +$25.5K 0.02% 398
2023
Q2 		$240K Buy
+2,716
New +$251K 0.02% 349

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pine Valley Investments's WEC Position: Q2 2026 in Review

Pine Valley Investments increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $30.5K and bringing the position to 2,291 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #518.

Pine Valley Investments first reported a position in WEC in Q2 2023 and has held it in 9 quarters since. 1,411 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Pine Valley Investments held 2,291 shares of WEC Energy worth $268K as of Q2 2026.
  • Pine Valley Investments bought 267 WEC Energy shares in Q2 2026, an estimated $30.5K.
  • WEC Energy made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #518 holding.
  • Pine Valley Investments first reported a position in WEC Energy in Q2 2023 and has held it in 9 quarters since.
  • 1,411 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.