Rafferty Asset 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 | $4.2M | Buy |
35,974
+9,637
| +37% | +$1.1M | 0.01% | 399 |
|
|
2026
Q1 | $3.05M | Sell |
26,337
-9,485
| -26% | -$1.07M | 0.01% | 513 |
|
|
2025
Q4 | $3.78M | Buy |
35,822
+1,941
| +6% | +$215K | 0.01% | 512 |
|
|
2025
Q3 | $3.88M | Sell |
33,881
-415
| -1% | -$45K | 0.01% | 489 |
|
|
2025
Q2 | $3.57M | Buy |
34,296
+5,710
| +20% | +$608K | 0.01% | 467 |
|
|
2025
Q1 | $3.12M | Sell |
28,586
-6,930
| -20% | -$708K | 0.01% | 469 |
|
|
2024
Q4 | $3.34M | Sell |
35,516
-907
| -2% | -$87.9K | 0.01% | 500 |
|
|
2024
Q3 | $3.5M | Buy |
36,423
+2,147
| +6% | +$190K | 0.01% | 488 |
|
|
2024
Q2 | $2.69M | Sell |
34,276
-2,018
| -6% | -$164K | 0.01% | 562 |
|
|
2024
Q1 | $2.98M | Buy |
36,294
+1,102
| +3% | +$88.6K | 0.01% | 590 |
|
|
2023
Q4 | $2.96M | Buy |
35,192
+3,045
| +9% | +$251K | 0.01% | 565 |
|
|
2023
Q3 | $2.59M | Buy |
32,147
+3,385
| +12% | +$294K | 0.02% | 541 |
|
|
2023
Q2 | $2.54M | Buy |
28,762
+5,603
| +24% | +$518K | 0.01% | 579 |
|
|
2023
Q1 | $2.2M | Buy |
23,159
+2,615
| +13% | +$242K | 0.01% | 587 |
|
|
2022
Q4 | $1.93M | Buy |
20,544
+8,826
| +75% | +$816K | 0.02% | 590 |
|
|
2022
Q3 | $1.05M | Buy |
11,718
+8,460
| +260% | +$864K | 0.01% | 664 |
|
|
2022
Q2 | $328K | Sell |
3,258
-655
| -17% | -$66.4K | ﹤0.01% | 896 |
|
|
2022
Q1 | $391K | Sell |
3,913
-3,762
| -49% | -$355K | ﹤0.01% | 1058 |
|
|
2021
Q4 | $745K | Sell |
7,675
-3,456
| -31% | -$316K | ﹤0.01% | 987 |
|
|
2021
Q3 | $982K | Buy |
11,131
+4,032
| +57% | +$378K | 0.01% | 831 |
|
|
2021
Q2 | $631K | Buy |
7,099
+896
| +14% | +$84.4K | ﹤0.01% | 1018 |
|
|
2021
Q1 | $581K | Sell |
6,203
-955
| -13% | -$83.3K | ﹤0.01% | 954 |
|
|
2020
Q4 | $659K | Buy |
7,158
+1,811
| +34% | +$176K | 0.01% | 620 |
|
|
2020
Q3 | $518K | Sell |
5,347
-2,495
| -32% | -$232K | 0.01% | 688 |
|
|
2020
Q2 | $687K | Buy |
7,842
+2,835
| +57% | +$256K | 0.01% | 638 |
|
|
2020
Q1 | $441K | Buy |
5,007
+1,882
| +60% | +$181K | 0.02% | 360 |
|
|
2019
Q4 | $288K | Sell |
3,125
-1,198
| -28% | -$109K | ﹤0.01% | 800 |
|
|
2019
Q3 | $411K | Buy |
4,323
+1,870
| +76% | +$168K | 0.01% | 703 |
|
|
2019
Q2 | $205K | Buy |
+2,453
| New | +$197K | ﹤0.01% | 780 |
|
|
2015
Q4 | – | Sell |
-46,857
| Closed | -$2.45M | – | 592 |
|
|
2015
Q3 | $2.45M | Buy |
+46,857
| New | +$2.28M | 0.19% | 112 |
|
|
2015
Q2 | – | Sell |
-5,395
| Closed | -$267K | – | 593 |
|
|
2015
Q1 | $267K | Buy |
+5,395
| New | +$282K | 0.02% | 459 |
|
Other funds holding WEC
Rafferty Asset Management's WEC Position: Q2 2026 in Review
Rafferty Asset Management increased its WEC Energy (WEC) stake by 37% in Q2 2026, buying an estimated $1.1M and bringing the position to 35,974 shares worth $4.2M. The position accounts for 0.01% of the portfolio, ranked #399.
Rafferty Asset Management first reported a position in WEC in Q1 2015 and has held it in 31 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Rafferty Asset Management held 35,974 shares of WEC Energy worth $4.2M as of Q2 2026.
- Rafferty Asset Management bought 9,637 WEC Energy shares in Q2 2026, an estimated $1.1M.
- WEC Energy made up 0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #399 holding.
- Rafferty Asset Management first reported a position in WEC Energy in Q1 2015 and has held it in 31 quarters since.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.