Successful Portfolios’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 | $314K | Hold |
2,732
| – | – | 0.15% | 134 |
|
|
2026
Q1 | $316K | Hold |
2,732
| – | – | 0.17% | 123 |
|
|
2025
Q4 | $286K | Sell |
2,732
-15
| -0.5% | -$1.66K | 0.15% | 137 |
|
|
2025
Q3 | $315K | Sell |
2,747
-238
| -8% | -$25.8K | 0.18% | 116 |
|
|
2025
Q2 | $311K | Hold |
2,985
| – | – | 0.19% | 110 |
|
|
2025
Q1 | $325K | Buy |
2,985
+1
| +0% | +$102 | 0.22% | 97 |
|
|
2024
Q4 | $281K | Hold |
2,984
| – | – | 0.19% | 111 |
|
|
2024
Q3 | $287K | Hold |
2,984
| – | – | 0.19% | 106 |
|
|
2024
Q2 | $234K | Sell |
2,984
-371
| -11% | -$30.1K | 0.16% | 127 |
|
|
2024
Q1 | $276K | Sell |
3,355
-621
| -16% | -$49.9K | 0.19% | 114 |
|
|
2023
Q4 | $335K | Buy |
3,976
+609
| +18% | +$50.2K | 0.25% | 90 |
|
|
2023
Q3 | $271K | Sell |
3,367
-4
| -0.1% | -$348 | 0.24% | 98 |
|
|
2023
Q2 | $297K | Sell |
3,371
-53
| -2% | -$4.9K | 0.26% | 87 |
|
|
2023
Q1 | $325K | Sell |
3,424
-2
| -0.1% | -$185 | 0.2% | 125 |
|
|
2022
Q4 | $321K | Sell |
3,426
-3
| -0.1% | -$277 | 0.21% | 126 |
|
|
2022
Q3 | $307K | Sell |
3,429
-25
| -0.7% | -$2.55K | 0.22% | 119 |
|
|
2022
Q2 | $348K | Sell |
3,454
-48
| -1% | -$4.87K | 0.23% | 113 |
|
|
2022
Q1 | $350K | Hold |
3,502
| – | – | 0.2% | 127 |
|
|
2021
Q4 | $340K | Sell |
3,502
-35
| -1% | -$3.2K | 0.18% | 132 |
|
|
2021
Q3 | $312K | Hold |
3,537
| – | – | 0.19% | 136 |
|
|
2021
Q2 | $315K | Sell |
3,537
-26
| -0.7% | -$2.45K | 0.19% | 135 |
|
|
2021
Q1 | $333K | Sell |
3,563
-9
| -0.3% | -$785 | 0.22% | 120 |
|
|
2020
Q4 | $329K | Sell |
3,572
-184
| -5% | -$17.9K | 0.24% | 113 |
|
|
2020
Q3 | $364K | Sell |
3,756
-16
| -0.4% | -$1.49K | 0.29% | 92 |
|
|
2020
Q2 | $331K | Buy |
3,772
+15
| +0.4% | +$1.35K | 0.29% | 96 |
|
|
2020
Q1 | $331K | Sell |
3,757
-286
| -7% | -$27.5K | 0.33% | 88 |
|
|
2019
Q4 | $373K | Sell |
4,043
-169
| -4% | -$15.4K | 0.33% | 89 |
|
|
2019
Q3 | $401K | Buy |
4,212
+128
| +3% | +$11.5K | 0.38% | 75 |
|
|
2019
Q2 | $340K | Sell |
4,084
-29
| -0.7% | -$2.33K | 0.36% | 83 |
|
|
2019
Q1 | $325K | Sell |
4,113
-24
| -0.6% | -$1.78K | 0.36% | 88 |
|
|
2018
Q4 | $287K | Sell |
4,137
-41
| -1% | -$2.88K | 0.37% | 85 |
|
|
2018
Q3 | $279K | Sell |
4,178
-175
| -4% | -$11.7K | 0.3% | 103 |
|
|
2018
Q2 | $281K | Sell |
4,353
-64
| -1% | -$3.98K | 0.33% | 94 |
|
|
2018
Q1 | $277K | Sell |
4,417
-257
| -5% | -$15.9K | 0.34% | 95 |
|
|
2017
Q4 | $310K | Buy |
+4,674
| New | +$314K | 0.39% | 86 |
|
Other funds holding WEC
Successful Portfolios's WEC Position: Q2 2026 in Review
Successful Portfolios held its WEC Energy (WEC) position steady in Q2 2026 at 2,732 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #134.
Successful Portfolios first reported a position in WEC in Q4 2017 and has held it in 35 quarters since. The position peaked at $401K in Q3 2019. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Successful Portfolios held 2,732 shares of WEC Energy worth $314K as of Q2 2026.
- Successful Portfolios left its WEC Energy share count unchanged in Q2 2026.
- WEC Energy made up 0.15% of Successful Portfolios's portfolio in Q2 2026, its #134 holding.
- Successful Portfolios first reported a position in WEC Energy in Q4 2017 and has held it in 35 quarters since.
- Successful Portfolios's WEC Energy position peaked at $401K in Q3 2019.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.