Sound Income Strategies’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 | $259K | Buy |
2,220
+80
| +4% | +$9.13K | 0.01% | 408 |
|
|
2026
Q1 | $249K | Sell |
2,140
-75
| -3% | -$8.43K | 0.01% | 359 |
|
|
2025
Q4 | $241K | Buy |
2,215
+323
| +17% | +$35.8K | 0.01% | 375 |
|
|
2025
Q3 | $215K | Buy |
1,892
+239
| +14% | +$25.9K | 0.01% | 283 |
|
|
2025
Q2 | $172K | Buy |
1,653
+1,312
| +385% | +$140K | 0.01% | 296 |
|
|
2025
Q1 | $37.2K | Buy |
341
+85
| +33% | +$8.68K | ﹤0.01% | 570 |
|
|
2024
Q4 | $24K | Sell |
256
-15
| -6% | -$1.45K | ﹤0.01% | 641 |
|
|
2024
Q3 | $26.1K | Sell |
271
-92
| -25% | -$8.15K | ﹤0.01% | 582 |
|
|
2024
Q2 | $28.5K | Sell |
363
-12
| -3% | -$975 | ﹤0.01% | 552 |
|
|
2024
Q1 | $30.8K | Buy |
375
+43
| +13% | +$3.46K | ﹤0.01% | 515 |
|
|
2023
Q4 | $27.9K | Sell |
332
-93
| -22% | -$7.66K | ﹤0.01% | 517 |
|
|
2023
Q3 | $34.2K | Sell |
425
-189
| -31% | -$16.4K | ﹤0.01% | 348 |
|
|
2023
Q2 | $54.2K | Sell |
614
-1
| -0.2% | -$92 | 0.01% | 291 |
|
|
2023
Q1 | $58.3K | Buy |
615
+87
| +16% | +$8.05K | 0.01% | 265 |
|
|
2022
Q4 | $49.5K | Sell |
528
-6
| -1% | -$554 | 0.01% | 259 |
|
|
2022
Q3 | $48K | Buy |
534
+19
| +4% | +$1.94K | 0.01% | 242 |
|
|
2022
Q2 | $52K | Buy |
515
+3
| +0.6% | +$304 | 0.01% | 222 |
|
|
2022
Q1 | $51K | Buy |
512
+3
| +0.6% | +$283 | 0.01% | 232 |
|
|
2021
Q4 | $49K | Buy |
509
+3
| +0.6% | +$274 | 0.01% | 231 |
|
|
2021
Q3 | $45K | Sell |
506
-34
| -6% | -$3.19K | 0.01% | 240 |
|
|
2021
Q2 | $48K | Buy |
540
+179
| +50% | +$16.9K | 0.01% | 230 |
|
|
2021
Q1 | $33.8K | Sell |
361
-172
| -32% | -$15K | 0.01% | 272 |
|
|
2020
Q4 | $49K | Buy |
533
+3
| +0.6% | +$292 | 0.01% | 208 |
|
|
2020
Q3 | $51K | Buy |
530
+3
| +0.6% | +$280 | 0.01% | 175 |
|
|
2020
Q2 | $46K | Buy |
527
+3
| +0.6% | +$271 | 0.01% | 168 |
|
|
2020
Q1 | $46K | Buy |
524
+429
| +452% | +$41.3K | 0.02% | 137 |
|
|
2019
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $9K | Hold |
95
| – | – | ﹤0.01% | 334 |
|
|
2019
Q2 | $8K | Hold |
95
| – | – | ﹤0.01% | 371 |
|
|
2019
Q1 | $8K | Sell |
95
-601
| -86% | -$44.6K | ﹤0.01% | 378 |
|
|
2018
Q4 | $48K | Hold |
696
| – | – | 0.03% | 134 |
|
|
2018
Q3 | $46K | Buy |
696
+515
| +285% | +$34.3K | 0.02% | 142 |
|
|
2018
Q2 | $12K | Hold |
181
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $11K | Hold |
181
| – | – | 0.01% | 278 |
|
|
2017
Q4 | $11K | Buy |
+181
| New | +$12.1K | 0.01% | 214 |
|
Other funds holding WEC
N
Sound Income Strategies's WEC Position: Q2 2026 in Review
Sound Income Strategies increased its WEC Energy (WEC) stake by 3.7% in Q2 2026, buying an estimated $9.13K and bringing the position to 2,220 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #408.
Sound Income Strategies first reported a position in WEC in Q4 2017 and has held it in 35 quarters since. 980 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Sound Income Strategies held 2,220 shares of WEC Energy worth $259K as of Q2 2026.
- Sound Income Strategies bought 80 WEC Energy shares in Q2 2026, an estimated $9.13K.
- WEC Energy made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #408 holding.
- Sound Income Strategies first reported a position in WEC Energy in Q4 2017 and has held it in 35 quarters since.
- 980 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.