Rehmann Capital Advisory Group’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
Q1 | $852K | Buy |
7,363
+1,095
| +17% | +$123K | 0.04% | 278 |
|
|
2025
Q4 | $662K | Sell |
6,268
-637
| -9% | -$70.5K | 0.03% | 332 |
|
|
2025
Q3 | $792K | Buy |
6,905
+614
| +10% | +$66.6K | 0.04% | 276 |
|
|
2025
Q2 | $656K | Buy |
6,291
+654
| +12% | +$69.6K | 0.04% | 298 |
|
|
2025
Q1 | $614K | Buy |
5,637
+293
| +5% | +$29.9K | 0.04% | 311 |
|
|
2024
Q4 | $503K | Buy |
5,344
+308
| +6% | +$29.9K | 0.03% | 346 |
|
|
2024
Q3 | $488K | Buy |
5,036
+192
| +4% | +$17K | 0.03% | 344 |
|
|
2024
Q2 | $380K | Buy |
4,844
+421
| +10% | +$34.2K | 0.03% | 391 |
|
|
2024
Q1 | $363K | Sell |
4,423
-1,052
| -19% | -$84.6K | 0.03% | 392 |
|
|
2023
Q4 | $461K | Buy |
5,475
+1,933
| +55% | +$159K | 0.04% | 330 |
|
|
2023
Q3 | $285K | Buy |
3,542
+116
| +3% | +$10.1K | 0.03% | 414 |
|
|
2023
Q2 | $302K | Buy |
3,426
+28
| +0.8% | +$2.59K | 0.03% | 421 |
|
|
2023
Q1 | $322K | Buy |
3,398
+59
| +2% | +$5.46K | 0.03% | 402 |
|
|
2022
Q4 | $313K | Buy |
3,339
+40
| +1% | +$3.7K | 0.03% | 400 |
|
|
2022
Q3 | $295K | Buy |
3,299
+35
| +1% | +$3.58K | 0.03% | 381 |
|
|
2022
Q2 | $329K | Buy |
3,264
+40
| +1% | +$4.06K | 0.04% | 355 |
|
|
2022
Q1 | $322K | Buy |
3,224
+122
| +4% | +$11.5K | 0.03% | 391 |
|
|
2021
Q4 | $301K | Sell |
3,102
-136
| -4% | -$12.4K | 0.03% | 434 |
|
|
2021
Q3 | $286K | Buy |
3,238
+23
| +0.7% | +$2.16K | 0.03% | 447 |
|
|
2021
Q2 | $286K | Sell |
3,215
-13
| -0.4% | -$1.22K | 0.03% | 441 |
|
|
2021
Q1 | $302K | Buy |
3,228
+49
| +2% | +$4.27K | 0.03% | 402 |
|
|
2020
Q4 | $293K | Buy |
3,179
+87
| +3% | +$8.46K | 0.03% | 378 |
|
|
2020
Q3 | $300K | Sell |
3,092
-15
| -0.5% | -$1.4K | 0.04% | 324 |
|
|
2020
Q2 | $272K | Sell |
3,107
-9
| -0.3% | -$812 | 0.04% | 340 |
|
|
2020
Q1 | $275K | Buy |
+3,116
| New | +$300K | 0.04% | 300 |
|
|
2019
Q3 | $289K | Buy |
3,041
+136
| +5% | +$12.3K | 0.04% | 261 |
|
|
2019
Q2 | $242K | Buy |
2,905
+30
| +1% | +$2.41K | 0.03% | 397 |
|
|
2019
Q1 | $227K | Buy |
2,875
+1,832
| +176% | +$136K | 0.03% | 379 |
|
|
2018
Q4 | $72.3K | Buy |
1,043
+30
| +3% | +$2.11K | 0.01% | 483 |
|
|
2018
Q3 | $67.6K | Sell |
1,013
-289
| -22% | -$19.3K | 0.01% | 700 |
|
|
2018
Q2 | $84.2K | Sell |
1,302
-1,428
| -52% | -$88.7K | 0.01% | 603 |
|
|
2018
Q1 | $171K | Buy |
+2,730
| New | +$169K | 0.03% | 413 |
|
Other funds holding WEC
VCM
VPM
Rehmann Capital Advisory Group's WEC Position: Q1 2026 in Review
Rehmann Capital Advisory Group increased its WEC Energy (WEC) stake by 17% in Q1 2026, buying an estimated $123K and bringing the position to 7,363 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #278.
Rehmann Capital Advisory Group first reported a position in WEC in Q1 2018 and has held it in 32 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Rehmann Capital Advisory Group held 7,363 shares of WEC Energy worth $852K as of Q1 2026.
- Rehmann Capital Advisory Group bought 1,095 WEC Energy shares in Q1 2026, an estimated $123K.
- WEC Energy made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #278 holding.
- Rehmann Capital Advisory Group first reported a position in WEC Energy in Q1 2018 and has held it in 32 quarters since.
- 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.