Valley National Advisers’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 | $37.3K | Buy |
319
+3
| +0.9% | +$342 | ﹤0.01% | 444 |
|
|
2026
Q1 | $36K | Sell |
316
-33
| -9% | -$3.71K | ﹤0.01% | 434 |
|
|
2025
Q4 | $36K | Buy |
349
+11
| +3% | +$1.22K | 0.01% | 435 |
|
|
2025
Q3 | $38K | Hold |
338
| – | – | 0.01% | 412 |
|
|
2025
Q2 | $35K | Hold |
338
| – | – | 0.01% | 416 |
|
|
2025
Q1 | $36K | Hold |
338
| – | – | 0.01% | 413 |
|
|
2024
Q4 | $31K | Hold |
338
| – | – | 0.01% | 404 |
|
|
2024
Q3 | $32K | Sell |
338
-5
| -1% | -$443 | 0.01% | 399 |
|
|
2024
Q2 | $26K | Sell |
343
-50
| -13% | -$4.06K | ﹤0.01% | 477 |
|
|
2024
Q1 | $32K | Sell |
393
-25
| -6% | -$2.01K | ﹤0.01% | 468 |
|
|
2023
Q4 | $35K | Buy |
418
+55
| +15% | +$4.53K | 0.01% | 456 |
|
|
2023
Q3 | $29K | Buy |
363
+20
| +6% | +$1.74K | 0.01% | 450 |
|
|
2023
Q2 | $31K | Buy |
343
+5
| +1% | +$462 | 0.01% | 454 |
|
|
2023
Q1 | $33K | Hold |
338
| – | – | 0.01% | 449 |
|
|
2022
Q4 | $33K | Hold |
338
| – | – | 0.01% | 431 |
|
|
2022
Q3 | $30K | Hold |
338
| – | – | 0.01% | 451 |
|
|
2022
Q2 | $34K | Sell |
338
-87
| -20% | -$8.82K | 0.01% | 406 |
|
|
2022
Q1 | $43K | Buy |
425
+87
| +26% | +$8.22K | 0.01% | 399 |
|
|
2021
Q4 | $33K | Hold |
338
| – | – | 0.01% | 432 |
|
|
2021
Q3 | $30K | Hold |
338
| – | – | 0.01% | 414 |
|
|
2021
Q2 | $30K | Hold |
338
| – | – | 0.01% | 419 |
|
|
2021
Q1 | $32K | Buy |
338
+22
| +7% | +$1.92K | 0.01% | 385 |
|
|
2020
Q4 | $29K | Hold |
316
| – | – | 0.01% | 388 |
|
|
2020
Q3 | $31K | Hold |
316
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $28K | Hold |
316
| – | – | 0.01% | 344 |
|
|
2020
Q1 | $28K | Hold |
316
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $29K | Hold |
316
| – | – | 0.01% | 376 |
|
|
2019
Q3 | $30K | Sell |
316
-737
| -70% | -$66.4K | 0.01% | 362 |
|
|
2019
Q2 | $88K | Hold |
1,053
| – | – | 0.02% | 248 |
|
|
2019
Q1 | $83K | Hold |
1,053
| – | – | 0.02% | 251 |
|
|
2018
Q4 | $73K | Buy |
1,053
+105
| +11% | +$7.37K | 0.02% | 236 |
|
|
2018
Q3 | $63K | Hold |
948
| – | – | 0.02% | 240 |
|
|
2018
Q2 | $61K | Buy |
+948
| New | +$58.9K | 0.02% | 248 |
|
|
2016
Q4 | – | Sell |
-29
| Closed | -$2K | – | 758 |
|
|
2016
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 547 |
|
|
2016
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 544 |
|
|
2016
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 539 |
|
|
2015
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 574 |
|
|
2015
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 542 |
|
|
2015
Q2 | $1K | Buy |
+29
| New | +$1.39K | ﹤0.01% | 587 |
|
Other funds holding WEC
Valley National Advisers's WEC Position: Q2 2026 in Review
Valley National Advisers increased its WEC Energy (WEC) stake by 0.95% in Q2 2026, buying an estimated $342 and bringing the position to 319 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #444.
Valley National Advisers first reported a position in WEC in Q2 2015 and has held it in 39 quarters since. The position peaked at $88K in Q2 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Valley National Advisers held 319 shares of WEC Energy worth $37.3K as of Q2 2026.
- Valley National Advisers bought 3 WEC Energy shares in Q2 2026, an estimated $342.
- WEC Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #444 holding.
- Valley National Advisers first reported a position in WEC Energy in Q2 2015 and has held it in 39 quarters since.
- Valley National Advisers's WEC Energy position peaked at $88K in Q2 2019.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.