Prospera Financial Services’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 | $1.1M | Sell |
9,400
-2,318
| -20% | -$264K | 0.02% | 725 |
|
|
2026
Q1 | $1.36M | Buy |
11,718
+356
| +3% | +$40K | 0.02% | 608 |
|
|
2025
Q4 | $1.2M | Buy |
11,362
+1,565
| +16% | +$173K | 0.02% | 625 |
|
|
2025
Q3 | $1.12M | Buy |
9,797
+3,530
| +56% | +$383K | 0.02% | 637 |
|
|
2025
Q2 | $654K | Buy |
6,267
+1,463
| +30% | +$156K | 0.01% | 814 |
|
|
2025
Q1 | $524K | Sell |
4,804
-3,576
| -43% | -$365K | 0.01% | 762 |
|
|
2024
Q4 | $788K | Sell |
8,380
-275
| -3% | -$26.7K | 0.02% | 610 |
|
|
2024
Q3 | $833K | Sell |
8,655
-473
| -5% | -$41.9K | 0.02% | 553 |
|
|
2024
Q2 | $716K | Sell |
9,128
-497
| -5% | -$40.4K | 0.02% | 591 |
|
|
2024
Q1 | $791K | Sell |
9,625
-4,003
| -29% | -$322K | 0.02% | 557 |
|
|
2023
Q4 | $1.15M | Buy |
13,628
+3,534
| +35% | +$291K | 0.04% | 432 |
|
|
2023
Q3 | $813K | Sell |
10,094
-162
| -2% | -$14.1K | 0.03% | 471 |
|
|
2023
Q2 | $905K | Buy |
10,256
+590
| +6% | +$54.5K | 0.03% | 443 |
|
|
2023
Q1 | $916K | Buy |
9,666
+95
| +1% | +$8.79K | 0.04% | 457 |
|
|
2022
Q4 | $897K | Sell |
9,571
-3,245
| -25% | -$300K | 0.05% | 381 |
|
|
2022
Q3 | $1.15M | Buy |
12,816
+1,538
| +14% | +$157K | 0.06% | 337 |
|
|
2022
Q2 | $1.13M | Buy |
11,278
+219
| +2% | +$22.2K | 0.06% | 340 |
|
|
2022
Q1 | $1.1M | Sell |
11,059
-385
| -3% | -$36.4K | 0.05% | 404 |
|
|
2021
Q4 | $1.11M | Buy |
11,444
+1,570
| +16% | +$144K | 0.05% | 383 |
|
|
2021
Q3 | $873K | Buy |
9,874
+803
| +9% | +$75.3K | 0.04% | 402 |
|
|
2021
Q2 | $807K | Buy |
9,071
+56
| +0.6% | +$5.28K | 0.04% | 420 |
|
|
2021
Q1 | $843K | Sell |
9,015
-517
| -5% | -$45.1K | 0.05% | 372 |
|
|
2020
Q4 | $878K | Buy |
9,532
+8,977
| +1,617% | +$873K | 0.06% | 318 |
|
|
2020
Q3 | $53K | Sell |
555
-9,530
| -94% | -$888K | 0.02% | 598 |
|
|
2020
Q2 | $835K | Buy |
10,085
+803
| +9% | +$72.4K | 0.07% | 266 |
|
|
2020
Q1 | $818K | Sell |
9,282
-20,234
| -69% | -$1.95M | 0.09% | 221 |
|
|
2019
Q4 | $2.72M | Buy |
29,516
+24,474
| +485% | +$2.23M | 0.21% | 115 |
|
|
2019
Q3 | $479K | Sell |
5,042
-1,096
| -18% | -$98.8K | 0.05% | 317 |
|
|
2019
Q2 | $515K | Buy |
+6,138
| New | +$492K | 0.06% | 282 |
|
|
2019
Q1 | – | Sell |
-3,606
| Closed | -$248K | – | 449 |
|
|
2018
Q4 | $248K | Buy |
+3,606
| New | +$253K | 0.05% | 327 |
|
|
2013
Q3 | – | Sell |
-5,457
| Closed | -$220K | – | 269 |
|
|
2013
Q2 | $220K | Buy |
+5,457
| New | +$231K | 0.1% | 197 |
|
Other funds holding WEC
Prospera Financial Services's WEC Position: Q2 2026 in Review
Prospera Financial Services reduced its WEC Energy (WEC) stake by 20% in Q2 2026, selling an estimated $264K and leaving 9,400 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #725.
Prospera Financial Services first reported a position in WEC in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.72M in Q4 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Prospera Financial Services held 9,400 shares of WEC Energy worth $1.1M as of Q2 2026.
- Prospera Financial Services sold 2,318 WEC Energy shares in Q2 2026, an estimated $264K.
- WEC Energy made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #725 holding.
- Prospera Financial Services first reported a position in WEC Energy in Q2 2013 and has held it in 31 quarters since.
- Prospera Financial Services's WEC Energy position peaked at $2.72M in Q4 2019.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.