Wilkerson Advisory Group’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
$13.2K Buy
113
+17
+18% +$1.94K ﹤0.01% 394
2026
Q1
$11.1K Buy
96
+53
+123% +$5.96K ﹤0.01% 387
2025
Q4
$4.54K Buy
+43
New +$4.76K ﹤0.01% 445

Other funds holding WEC

Wilkerson Advisory Group's WEC Position: Q2 2026 in Review

Wilkerson Advisory Group increased its WEC Energy (WEC) stake by 18% in Q2 2026, buying an estimated $1.94K and bringing the position to 113 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Wilkerson Advisory Group first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,403 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Wilkerson Advisory Group held 113 shares of WEC Energy worth $13.2K as of Q2 2026.
  • Wilkerson Advisory Group bought 17 WEC Energy shares in Q2 2026, an estimated $1.94K.
  • WEC Energy made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #394 holding.
  • Wilkerson Advisory Group first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,403 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.