Smith, Moore & Co’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 | $540K | Sell |
4,663
-40
| -0.9% | -$4.49K | 0.04% | 316 |
|
|
2025
Q4 | $496K | Sell |
4,703
-27
| -0.6% | -$2.99K | 0.04% | 318 |
|
|
2025
Q3 | $542K | Buy |
4,730
+139
| +3% | +$15.1K | 0.04% | 301 |
|
|
2025
Q2 | $478K | Sell |
4,591
-148
| -3% | -$15.7K | 0.04% | 305 |
|
|
2025
Q1 | $516K | Sell |
4,739
-10
| -0.2% | -$1.02K | 0.05% | 288 |
|
|
2024
Q4 | $447K | Buy |
4,749
+1
| +0% | +$97 | 0.04% | 301 |
|
|
2024
Q3 | $457K | Buy |
4,748
+2
| +0% | +$177 | 0.04% | 290 |
|
|
2024
Q2 | $372K | Buy |
4,746
+2
| +0% | +$162 | 0.04% | 309 |
|
|
2024
Q1 | $390K | Buy |
4,744
+3
| +0.1% | +$241 | 0.04% | 300 |
|
|
2023
Q4 | $399K | Buy |
4,741
+1
| +0% | +$82 | 0.05% | 285 |
|
|
2023
Q3 | $382K | Buy |
4,740
+2
| +0% | +$174 | 0.05% | 276 |
|
|
2023
Q2 | $418K | Buy |
4,738
+2
| +0% | +$185 | 0.05% | 276 |
|
|
2023
Q1 | $449K | Buy |
4,736
+46
| +1% | +$4.26K | 0.06% | 256 |
|
|
2022
Q4 | $440K | Sell |
4,690
-399
| -8% | -$36.9K | 0.06% | 253 |
|
|
2022
Q3 | $455K | Buy |
5,089
+1,102
| +28% | +$113K | 0.07% | 232 |
|
|
2022
Q2 | $401K | Buy |
3,987
+1
| +0% | +$101 | 0.06% | 249 |
|
|
2022
Q1 | $398K | Buy |
3,986
+1
| +0% | +$94 | 0.05% | 276 |
|
|
2021
Q4 | $387K | Buy |
3,985
+129
| +3% | +$11.8K | 0.05% | 282 |
|
|
2021
Q3 | $340K | Buy |
3,856
+76
| +2% | +$7.13K | 0.05% | 292 |
|
|
2021
Q2 | $336K | Sell |
3,780
-248
| -6% | -$23.4K | 0.05% | 299 |
|
|
2021
Q1 | $377K | Buy |
4,028
+76
| +2% | +$6.63K | 0.06% | 263 |
|
|
2020
Q4 | $364K | Sell |
3,952
-74
| -2% | -$7.2K | 0.07% | 236 |
|
|
2020
Q3 | $390K | Buy |
4,026
+452
| +13% | +$42.1K | 0.08% | 223 |
|
|
2020
Q2 | $313K | Buy |
3,574
+180
| +5% | +$16.2K | 0.07% | 236 |
|
|
2020
Q1 | $299K | Sell |
3,394
-1,165
| -26% | -$112K | 0.08% | 222 |
|
|
2019
Q4 | $421K | Sell |
4,559
-99
| -2% | -$9.03K | 0.09% | 203 |
|
|
2019
Q3 | $443K | Sell |
4,658
-255
| -5% | -$23K | 0.1% | 197 |
|
|
2019
Q2 | $410K | Buy |
4,913
+2
| +0% | +$160 | 0.09% | 212 |
|
|
2019
Q1 | $388K | Sell |
4,911
-1,306
| -21% | -$96.9K | 0.09% | 207 |
|
|
2018
Q4 | $431K | Sell |
6,217
-1,248
| -17% | -$87.6K | 0.12% | 172 |
|
|
2018
Q3 | $498K | Buy |
7,465
+102
| +1% | +$6.8K | 0.11% | 170 |
|
|
2018
Q2 | $476K | Sell |
7,363
-98
| -1% | -$6.09K | 0.12% | 163 |
|
|
2018
Q1 | $468K | Buy |
7,461
+502
| +7% | +$31.1K | 0.13% | 161 |
|
|
2017
Q4 | $462K | Buy |
6,959
+200
| +3% | +$13.4K | 0.12% | 163 |
|
|
2017
Q3 | $424K | Buy |
6,759
+1,229
| +22% | +$78.4K | 0.12% | 177 |
|
|
2017
Q2 | $339K | Sell |
5,530
-100
| -2% | -$6.18K | 0.11% | 176 |
|
|
2017
Q1 | $341K | Hold |
5,630
| – | – | 0.12% | 167 |
|
|
2016
Q4 | $330K | Hold |
5,630
| – | – | 0.13% | 158 |
|
|
2016
Q3 | $337K | Sell |
5,630
-397
| -7% | -$24.8K | 0.14% | 147 |
|
|
2016
Q2 | $394K | Buy |
6,027
+397
| +7% | +$23.9K | 0.16% | 123 |
|
|
2016
Q1 | $338K | Sell |
5,630
-2,468
| -30% | -$138K | 0.15% | 135 |
|
|
2015
Q4 | $416K | Buy |
8,098
+566
| +8% | +$28.9K | 0.21% | 92 |
|
|
2015
Q3 | $393K | Sell |
7,532
-875
| -10% | -$42.6K | 0.22% | 86 |
|
|
2015
Q2 | $378K | Buy |
8,407
+217
| +3% | +$10.4K | 0.19% | 98 |
|
|
2015
Q1 | $405K | Hold |
8,190
| – | – | 0.21% | 87 |
|
|
2014
Q4 | $432K | Hold |
8,190
| – | – | 0.23% | 86 |
|
|
2014
Q3 | $352K | Buy |
8,190
+75
| +0.9% | +$3.33K | 0.2% | 98 |
|
|
2014
Q2 | $381K | Sell |
8,115
-700
| -8% | -$32.5K | 0.23% | 75 |
|
|
2014
Q1 | $410K | Buy |
8,815
+115
| +1% | +$4.96K | 0.25% | 83 |
|
|
2013
Q4 | $360K | Buy |
+8,700
| New | +$361K | 0.23% | 92 |
|
Other funds holding WEC
VCM
VPM
Smith, Moore & Co's WEC Position: Q1 2026 in Review
Smith, Moore & Co reduced its WEC Energy (WEC) stake by 0.85% in Q1 2026, selling an estimated $4.49K and leaving 4,663 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #316.
Smith, Moore & Co first reported a position in WEC in Q4 2013 and has held it in 50 quarters since. The position peaked at $542K in Q3 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Smith, Moore & Co held 4,663 shares of WEC Energy worth $540K as of Q1 2026.
- Smith, Moore & Co sold 40 WEC Energy shares in Q1 2026, an estimated $4.49K.
- WEC Energy made up 0.04% of Smith, Moore & Co's portfolio in Q1 2026, its #316 holding.
- Smith, Moore & Co first reported a position in WEC Energy in Q4 2013 and has held it in 50 quarters since.
- Smith, Moore & Co's WEC Energy position peaked at $542K in Q3 2025.
- 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.