Snowden Capital Advisors’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 | $1.21M | Buy |
10,438
+2,084
| +25% | +$234K | 0.03% | 477 |
|
|
2025
Q4 | $881K | Buy |
8,354
+379
| +5% | +$42K | 0.02% | 577 |
|
|
2025
Q3 | $914K | Buy |
7,975
+928
| +13% | +$101K | 0.03% | 557 |
|
|
2025
Q2 | $734K | Sell |
7,047
-2,739
| -28% | -$291K | 0.02% | 613 |
|
|
2025
Q1 | $1.07M | Buy |
9,786
+1,711
| +21% | +$175K | 0.03% | 489 |
|
|
2024
Q4 | $759K | Sell |
8,075
-218
| -3% | -$21.1K | 0.02% | 604 |
|
|
2024
Q3 | $798K | Buy |
8,293
+937
| +13% | +$83K | 0.02% | 591 |
|
|
2024
Q2 | $577K | Buy |
7,356
+838
| +13% | +$68.1K | 0.02% | 683 |
|
|
2024
Q1 | $535K | Sell |
6,518
-379
| -5% | -$30.5K | 0.02% | 735 |
|
|
2023
Q4 | $581K | Sell |
6,897
-390
| -5% | -$32.1K | 0.02% | 638 |
|
|
2023
Q3 | $587K | Sell |
7,287
-786
| -10% | -$68.3K | 0.03% | 577 |
|
|
2023
Q2 | $712K | Buy |
8,073
+75
| +0.9% | +$6.93K | 0.03% | 572 |
|
|
2023
Q1 | $758K | Buy |
7,998
+933
| +13% | +$86.4K | 0.03% | 547 |
|
|
2022
Q4 | $662K | Sell |
7,065
-606
| -8% | -$56K | 0.03% | 589 |
|
|
2022
Q3 | $686K | Sell |
7,671
-93
| -1% | -$9.5K | 0.03% | 535 |
|
|
2022
Q2 | $781K | Sell |
7,764
-780
| -9% | -$79.1K | 0.04% | 487 |
|
|
2022
Q1 | $852K | Buy |
8,544
+7,544
| +754% | +$712K | 0.03% | 481 |
|
|
2021
Q4 | $97K | Sell |
1,000
-5,883
| -85% | -$538K | 0.01% | 850 |
|
|
2021
Q3 | $607K | Sell |
6,883
-1,014
| -13% | -$95.1K | 0.03% | 482 |
|
|
2021
Q2 | $702K | Buy |
7,897
+1,311
| +20% | +$123K | 0.04% | 451 |
|
|
2021
Q1 | $616K | Buy |
6,586
+3,085
| +88% | +$269K | 0.04% | 439 |
|
|
2020
Q4 | $322K | Buy |
3,501
+1,115
| +47% | +$108K | 0.02% | 512 |
|
|
2020
Q3 | $231K | Sell |
2,386
-151
| -6% | -$14.1K | 0.02% | 516 |
|
|
2020
Q2 | $222K | Sell |
2,537
-131
| -5% | -$11.8K | 0.02% | 513 |
|
|
2020
Q1 | $235K | Sell |
2,668
-389
| -13% | -$37.4K | 0.03% | 475 |
|
|
2019
Q4 | $282K | Sell |
3,057
-7
| -0.2% | -$638 | 0.03% | 499 |
|
|
2019
Q3 | $291K | Buy |
3,064
+251
| +9% | +$22.6K | 0.03% | 432 |
|
|
2019
Q2 | $235K | Sell |
2,813
-368
| -12% | -$29.5K | 0.02% | 463 |
|
|
2019
Q1 | $252K | Buy |
3,181
+3
| +0.1% | +$223 | 0.03% | 432 |
|
|
2018
Q4 | $220K | Sell |
3,178
-190
| -6% | -$13.3K | 0.03% | 433 |
|
|
2018
Q3 | $225K | Buy |
+3,368
| New | +$224K | 0.03% | 450 |
|
Other funds holding WEC
VCM
VPM
Snowden Capital Advisors's WEC Position: Q1 2026 in Review
Snowden Capital Advisors increased its WEC Energy (WEC) stake by 25% in Q1 2026, buying an estimated $234K and bringing the position to 10,438 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #477.
Snowden Capital Advisors first reported a position in WEC in Q3 2018 and has held it in 31 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Snowden Capital Advisors held 10,438 shares of WEC Energy worth $1.21M as of Q1 2026.
- Snowden Capital Advisors bought 2,084 WEC Energy shares in Q1 2026, an estimated $234K.
- WEC Energy made up 0.03% of Snowden Capital Advisors's portfolio in Q1 2026, its #477 holding.
- Snowden Capital Advisors first reported a position in WEC Energy in Q3 2018 and has held it in 31 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.