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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pine Valley Investments's WEC Position: Q1 2026 in Review

Pine Valley Investments reduced its WEC Energy (WEC) stake by 1.3% in Q1 2026, selling an estimated $2.92K and leaving 2,024 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #508.

Pine Valley Investments first reported a position in WEC in Q2 2023 and has held it in 8 quarters since. The position peaked at $249K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Pine Valley Investments held 2,024 shares of WEC Energy worth $234K as of Q1 2026.
Pine Valley Investments sold 26 WEC Energy shares in Q1 2026, an estimated $2.92K.
WEC Energy made up 0.01% of Pine Valley Investments's portfolio in Q1 2026, its #508 holding.
Pine Valley Investments first reported a position in WEC Energy in Q2 2023 and has held it in 8 quarters since.
Pine Valley Investments's WEC Energy position peaked at $249K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Pine Valley Investments's 13F filing for Q1 2026, filed 8 Jun 2026.