Raffa Wealth Management’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 | $4.9K | Hold |
42
| – | – | ﹤0.01% | 600 |
|
|
2026
Q1 | $4.86K | Buy |
42
+2
| +5% | +$225 | ﹤0.01% | 538 |
|
|
2025
Q4 | $4.22K | Hold |
40
| – | – | ﹤0.01% | 550 |
|
|
2025
Q3 | $4.58K | Sell |
40
-92
| -70% | -$9.97K | ﹤0.01% | 503 |
|
|
2025
Q2 | $13.8K | Buy |
132
+92
| +230% | +$9.79K | ﹤0.01% | 323 |
|
|
2025
Q1 | $4.36K | Hold |
40
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $3.76K | Hold |
40
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $3.85K | Hold |
40
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $3.14K | Hold |
40
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $3.29K | Hold |
40
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $3.37K | Hold |
40
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $3.22K | Hold |
40
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $3.53K | Hold |
40
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $3.79K | Hold |
40
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $3.75K | Hold |
40
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $3.58K | Hold |
40
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $4.03K | Hold |
40
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $3.99K | Hold |
40
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $3.88K | Hold |
40
| – | – | ﹤0.01% | 490 |
|
|
2021
Q3 | $3.53K | Hold |
40
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $3.56K | Hold |
40
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $3.74K | Buy |
40
+10
| +33% | +$872 | ﹤0.01% | 469 |
|
|
2020
Q4 | $2.76K | Hold |
30
| – | – | ﹤0.01% | 472 |
|
|
2020
Q3 | $2.91K | Hold |
30
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $2.63K | Hold |
30
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $2.64K | Hold |
30
| – | – | ﹤0.01% | 370 |
|
|
2019
Q4 | $2.77K | Hold |
30
| – | – | ﹤0.01% | 338 |
|
|
2019
Q3 | $2.85K | Buy |
+30
| New | +$2.7K | ﹤0.01% | 331 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$2.37K | – | 1396 |
|
|
2019
Q1 | $2.37K | Hold |
30
| – | – | ﹤0.01% | 330 |
|
|
2018
Q4 | $2.08K | Hold |
30
| – | – | ﹤0.01% | 349 |
|
|
2018
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 390 |
|
|
2018
Q2 | $1.94K | Hold |
30
| – | – | ﹤0.01% | 380 |
|
|
2018
Q1 | $1.88K | Buy |
+30
| New | +$1.86K | ﹤0.01% | 378 |
|
Other funds holding WEC
Raffa Wealth Management's WEC Position: Q2 2026 in Review
Raffa Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 42 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.
Raffa Wealth Management first reported a position in WEC in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.8K in Q2 2025. 1,340 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Raffa Wealth Management held 42 shares of WEC Energy worth $4.9K as of Q2 2026.
- Raffa Wealth Management left its WEC Energy share count unchanged in Q2 2026.
- WEC Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #600 holding.
- Raffa Wealth Management first reported a position in WEC Energy in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's WEC Energy position peaked at $13.8K in Q2 2025.
- 1,340 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.