Savant Capital’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
$6.42M Buy
55,287
+28,151
+104% +$3.21M 0.02% 364
2026
Q1
$3.14M Buy
27,136
+1,535
+6% +$172K 0.02% 345
2025
Q4
$2.7M Buy
25,601
+2,307
+10% +$255K 0.02% 351
2025
Q3
$2.67M Buy
23,294
+1,923
+9% +$208K 0.02% 337
2025
Q2
$2.23M Sell
21,371
-487
-2% -$51.8K 0.02% 339
2025
Q1
$2.38M Sell
21,858
-931
-4% -$95.1K 0.02% 310
2024
Q4
$2.14M Buy
22,789
+794
+4% +$77K 0.02% 418
2024
Q3
$2.12M Buy
21,995
+1,686
+8% +$149K 0.02% 415
2024
Q2
$1.59M Sell
20,309
-2,807
-12% -$228K 0.02% 448
2024
Q1
$1.9M Buy
23,116
+2,958
+15% +$238K 0.02% 366
2023
Q4
$1.7M Buy
20,158
+59
+0.3% +$4.86K 0.02% 316
2023
Q3
$1.62M Sell
20,099
-774
-4% -$67.3K 0.02% 297
2023
Q2
$1.84M Buy
20,873
+630
+3% +$58.2K 0.03% 273
2023
Q1
$1.92M Sell
20,243
-87
-0.4% -$8.05K 0.04% 220
2022
Q4
$1.91M Buy
20,330
+747
+4% +$69K 0.05% 165
2022
Q3
$1.75M Buy
19,583
+6,124
+46% +$626K 0.05% 164
2022
Q2
$1.35M Buy
13,459
+791
+6% +$80.2K 0.04% 197
2022
Q1
$1.26M Sell
12,668
-169
-1% -$16K 0.04% 211
2021
Q4
$1.25M Sell
12,837
-286
-2% -$26.1K 0.04% 215
2021
Q3
$1.16M Sell
13,123
-5
-0% -$469 0.04% 203
2021
Q2
$1.17M Buy
13,128
+1
+0% +$94 0.05% 191
2021
Q1
$1.23M Buy
13,127
+370
+3% +$32.3K 0.07% 171
2020
Q4
$1.17M Sell
12,757
-500
-4% -$48.6K 0.07% 174
2020
Q3
$1.28M Buy
13,257
+279
+2% +$26K 0.09% 146
2020
Q2
$1.14M Buy
12,978
+29
+0.2% +$2.62K 0.09% 153
2020
Q1
$1.14M Sell
12,949
-284
-2% -$27.3K 0.11% 141
2019
Q4
$1.22M Buy
13,233
+234
+2% +$21.3K 0.15% 117
2019
Q3
$1.24M Sell
12,999
-1,109
-8% -$99.9K 0.17% 105
2019
Q2
$1.18M Buy
+14,108
New +$1.13M 0.17% 108
2015
Q2
Sell
-6,004
Closed -$297K 218
2015
Q1
$297K Buy
6,004
+250
+4% +$13.1K 0.11% 161
2014
Q4
$303K Buy
5,754
+703
+14% +$34.5K 0.11% 154
2014
Q3
$217K Buy
+5,051
New +$224K 0.09% 190

Other funds holding WEC

Savant Capital's WEC Position: Q2 2026 in Review

Savant Capital increased its WEC Energy (WEC) stake by 104% in Q2 2026, buying an estimated $3.21M and bringing the position to 55,287 shares worth $6.42M. The position accounts for 0.02% of the portfolio, ranked #364.

Savant Capital first reported a position in WEC in Q3 2014 and has held it in 32 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Savant Capital held 55,287 shares of WEC Energy worth $6.42M as of Q2 2026.
  • Savant Capital bought 28,151 WEC Energy shares in Q2 2026, an estimated $3.21M.
  • WEC Energy made up 0.02% of Savant Capital's portfolio in Q2 2026, its #364 holding.
  • Savant Capital first reported a position in WEC Energy in Q3 2014 and has held it in 32 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.