Wedbush Securities’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 | $3.51M | Buy |
30,280
+1,497
| +5% | +$168K | 0.1% | 154 |
|
|
2025
Q4 | $3.04M | Buy |
28,783
+5,765
| +25% | +$638K | 0.09% | 176 |
|
|
2025
Q3 | $2.64M | Buy |
23,018
+6,525
| +40% | +$707K | 0.09% | 166 |
|
|
2025
Q2 | $1.72M | Buy |
16,493
+664
| +4% | +$70.7K | 0.06% | 257 |
|
|
2025
Q1 | $1.73M | Sell |
15,829
-476
| -3% | -$48.6K | 0.06% | 233 |
|
|
2024
Q4 | $1.53M | Buy |
16,305
+388
| +2% | +$37.6K | 0.05% | 255 |
|
|
2024
Q3 | $1.53M | Sell |
15,917
-1,053
| -6% | -$93.3K | 0.06% | 249 |
|
|
2024
Q2 | $1.33M | Buy |
16,970
+380
| +2% | +$30.9K | 0.05% | 298 |
|
|
2024
Q1 | $1.36M | Buy |
16,590
+2,725
| +20% | +$219K | 0.05% | 291 |
|
|
2023
Q4 | $1.17M | Sell |
13,865
-154
| -1% | -$12.7K | 0.05% | 294 |
|
|
2023
Q3 | $1.13M | Buy |
14,019
+2,320
| +20% | +$202K | 0.06% | 268 |
|
|
2023
Q2 | $1.03M | Buy |
11,699
+410
| +4% | +$37.9K | 0.05% | 314 |
|
|
2023
Q1 | $1.07M | Buy |
11,289
+4,278
| +61% | +$396K | 0.05% | 301 |
|
|
2022
Q4 | $657K | Buy |
7,011
+299
| +4% | +$27.6K | 0.04% | 424 |
|
|
2022
Q3 | $600K | Buy |
6,712
+236
| +4% | +$24.1K | 0.03% | 451 |
|
|
2022
Q2 | $652K | Buy |
6,476
+82
| +1% | +$8.31K | 0.04% | 426 |
|
|
2022
Q1 | $638K | Sell |
6,394
-81
| -1% | -$7.65K | 0.03% | 490 |
|
|
2021
Q4 | $629K | Sell |
6,475
-46
| -0.7% | -$4.21K | 0.03% | 529 |
|
|
2021
Q3 | $575K | Sell |
6,521
-338
| -5% | -$31.7K | 0.03% | 550 |
|
|
2021
Q2 | $610K | Sell |
6,859
-1,811
| -21% | -$171K | 0.03% | 548 |
|
|
2021
Q1 | $811K | Buy |
8,670
+964
| +13% | +$84K | 0.04% | 397 |
|
|
2020
Q4 | $709K | Buy |
7,706
+92
| +1% | +$8.95K | 0.06% | 346 |
|
|
2020
Q3 | $738K | Buy |
7,614
+1,612
| +27% | +$150K | 0.07% | 297 |
|
|
2020
Q2 | $526K | Buy |
6,002
+103
| +2% | +$9.29K | 0.05% | 411 |
|
|
2020
Q1 | $520K | Sell |
5,899
-2,884
| -33% | -$277K | 0.06% | 344 |
|
|
2019
Q4 | $810K | Buy |
8,783
+46
| +0.5% | +$4.19K | 0.07% | 312 |
|
|
2019
Q3 | $831K | Sell |
8,737
-223
| -2% | -$20.1K | 0.08% | 280 |
|
|
2019
Q2 | $747K | Sell |
8,960
-1,038
| -10% | -$83.2K | 0.08% | 303 |
|
|
2019
Q1 | $791K | Sell |
9,998
-128
| -1% | -$9.5K | 0.09% | 267 |
|
|
2018
Q4 | $701K | Buy |
10,126
+1,066
| +12% | +$74.9K | 0.09% | 258 |
|
|
2018
Q3 | $605K | Buy |
9,060
+2,360
| +35% | +$157K | 0.07% | 327 |
|
|
2018
Q2 | $433K | Buy |
6,700
+325
| +5% | +$20.2K | 0.05% | 424 |
|
|
2018
Q1 | $400K | Sell |
6,375
-149
| -2% | -$9.24K | 0.05% | 429 |
|
|
2017
Q4 | $433K | Buy |
6,524
+22
| +0.3% | +$1.48K | 0.05% | 428 |
|
|
2017
Q3 | $408K | Buy |
6,502
+2
| +0% | +$128 | 0.05% | 459 |
|
|
2017
Q2 | $399K | Sell |
6,500
-1,781
| -22% | -$110K | 0.05% | 455 |
|
|
2017
Q1 | $502K | Sell |
8,281
-16,049
| -66% | -$946K | 0.07% | 357 |
|
|
2016
Q4 | $1.43M | Buy |
24,330
+1,040
| +4% | +$59.7K | 0.21% | 94 |
|
|
2016
Q3 | $1.4M | Sell |
23,290
-2,231
| -9% | -$139K | 0.21% | 99 |
|
|
2016
Q2 | $1.67M | Buy |
25,521
+747
| +3% | +$44.9K | 0.27% | 73 |
|
|
2016
Q1 | $1.49M | Sell |
24,774
-166
| -0.7% | -$9.29K | 0.26% | 77 |
|
|
2015
Q4 | $1.28M | Sell |
24,940
-1,897
| -7% | -$96.8K | 0.23% | 95 |
|
|
2015
Q3 | $1.4M | Buy |
26,837
+2,903
| +12% | +$141K | 0.28% | 73 |
|
|
2015
Q2 | $1.08M | Buy |
23,934
+8,410
| +54% | +$404K | 0.2% | 116 |
|
|
2015
Q1 | $768K | Buy |
15,524
+2,335
| +18% | +$122K | 0.13% | 177 |
|
|
2014
Q4 | $696K | Sell |
13,189
-4,586
| -26% | -$225K | 0.11% | 187 |
|
|
2014
Q3 | $764K | Buy |
+17,775
| New | +$789K | 0.12% | 172 |
|
Other funds holding WEC
VCM
VPM
Wedbush Securities's WEC Position: Q1 2026 in Review
Wedbush Securities increased its WEC Energy (WEC) stake by 5.2% in Q1 2026, buying an estimated $168K and bringing the position to 30,280 shares worth $3.51M. The position accounts for 0.1% of the portfolio, ranked #154.
Wedbush Securities first reported a position in WEC in Q3 2014 and has held it in 47 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Wedbush Securities held 30,280 shares of WEC Energy worth $3.51M as of Q1 2026.
- Wedbush Securities bought 1,497 WEC Energy shares in Q1 2026, an estimated $168K.
- WEC Energy made up 0.1% of Wedbush Securities's portfolio in Q1 2026, its #154 holding.
- Wedbush Securities first reported a position in WEC Energy in Q3 2014 and has held it in 47 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.