Sigma Planning Corp’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 | $1.43M | Buy |
12,372
+34
| +0.3% | +$3.82K | 0.04% | 437 |
|
|
2025
Q4 | $1.3M | Buy |
12,338
+546
| +5% | +$60.5K | 0.04% | 450 |
|
|
2025
Q3 | $1.35M | Sell |
11,792
-319
| -3% | -$34.6K | 0.04% | 434 |
|
|
2025
Q2 | $1.26M | Buy |
12,111
+59
| +0.5% | +$6.28K | 0.04% | 430 |
|
|
2025
Q1 | $1.31M | Buy |
12,052
+501
| +4% | +$51.2K | 0.04% | 395 |
|
|
2024
Q4 | $1.09M | Buy |
11,551
+35
| +0.3% | +$3.39K | 0.03% | 466 |
|
|
2024
Q3 | $1.11M | Buy |
11,516
+2,627
| +30% | +$233K | 0.03% | 468 |
|
|
2024
Q2 | $697K | Buy |
8,889
+2,231
| +34% | +$181K | 0.02% | 595 |
|
|
2024
Q1 | $547K | Buy |
6,658
+4,232
| +174% | +$340K | 0.02% | 728 |
|
|
2023
Q4 | $204K | Sell |
2,426
-3,231
| -57% | -$266K | 0.02% | 776 |
|
|
2023
Q3 | $456K | Sell |
5,657
-11
| -0.2% | -$956 | 0.02% | 758 |
|
|
2023
Q2 | $500K | Sell |
5,668
-864
| -13% | -$79.8K | 0.02% | 737 |
|
|
2023
Q1 | $619K | Buy |
6,532
+393
| +6% | +$36.4K | 0.02% | 715 |
|
|
2022
Q4 | $576K | Buy |
6,139
+134
| +2% | +$12.4K | 0.02% | 713 |
|
|
2022
Q3 | $537K | Sell |
6,005
-25
| -0.4% | -$2.55K | 0.02% | 702 |
|
|
2022
Q2 | $607K | Sell |
6,030
-467
| -7% | -$47.3K | 0.02% | 683 |
|
|
2022
Q1 | $648K | Sell |
6,497
-293
| -4% | -$27.7K | 0.02% | 736 |
|
|
2021
Q4 | $659K | Sell |
6,790
-99
| -1% | -$9.05K | 0.02% | 724 |
|
|
2021
Q3 | $608K | Sell |
6,889
-190
| -3% | -$17.8K | 0.02% | 733 |
|
|
2021
Q2 | $630K | Buy |
7,079
+261
| +4% | +$24.6K | 0.02% | 732 |
|
|
2021
Q1 | $638K | Buy |
6,818
+1,687
| +33% | +$147K | 0.02% | 678 |
|
|
2020
Q4 | $472K | Sell |
5,131
-95
| -2% | -$9.24K | 0.02% | 718 |
|
|
2020
Q3 | $506K | Buy |
5,226
+321
| +7% | +$29.9K | 0.02% | 607 |
|
|
2020
Q2 | $430K | Buy |
4,905
+1,150
| +31% | +$104K | 0.02% | 645 |
|
|
2020
Q1 | $331K | Sell |
3,755
-2,660
| -41% | -$256K | 0.02% | 609 |
|
|
2019
Q4 | $592K | Sell |
6,415
-1,229
| -16% | -$112K | 0.03% | 544 |
|
|
2019
Q3 | $727K | Sell |
7,644
-7
| -0.1% | -$631 | 0.03% | 455 |
|
|
2019
Q2 | $638K | Buy |
7,651
+148
| +2% | +$11.9K | 0.03% | 473 |
|
|
2019
Q1 | $593K | Sell |
7,503
-521
| -6% | -$38.7K | 0.03% | 469 |
|
|
2018
Q4 | $556K | Buy |
8,024
+2,460
| +44% | +$173K | 0.04% | 404 |
|
|
2018
Q3 | $371K | Buy |
5,564
+19
| +0.3% | +$1.27K | 0.02% | 597 |
|
|
2018
Q2 | $359K | Buy |
5,545
+37
| +0.7% | +$2.3K | 0.02% | 568 |
|
|
2018
Q1 | $345K | Buy |
5,508
+1,261
| +30% | +$78.2K | 0.03% | 558 |
|
|
2017
Q4 | $282K | Buy |
4,247
+271
| +7% | +$18.2K | 0.02% | 635 |
|
|
2017
Q3 | $250K | Buy |
3,976
+210
| +6% | +$13.4K | 0.02% | 681 |
|
|
2017
Q2 | $231K | Buy |
3,766
+134
| +4% | +$8.28K | 0.02% | 658 |
|
|
2017
Q1 | $220K | Buy |
+3,632
| New | +$214K | 0.02% | 672 |
|
Other funds holding WEC
VCM
VPM
Sigma Planning Corp's WEC Position: Q1 2026 in Review
Sigma Planning Corp increased its WEC Energy (WEC) stake by 0.28% in Q1 2026, buying an estimated $3.82K and bringing the position to 12,372 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #437.
Sigma Planning Corp first reported a position in WEC in Q1 2017 and has held it in 37 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Sigma Planning Corp held 12,372 shares of WEC Energy worth $1.43M as of Q1 2026.
- Sigma Planning Corp bought 34 WEC Energy shares in Q1 2026, an estimated $3.82K.
- WEC Energy made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #437 holding.
- Sigma Planning Corp first reported a position in WEC Energy in Q1 2017 and has held it in 37 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.