Woodley Farra Manion Portfolio Management’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 | $5.14M | Sell |
44,417
-68
| -0.2% | -$7.64K | 0.25% | 47 |
|
|
2025
Q4 | $4.69M | Sell |
44,485
-119
| -0.3% | -$13.2K | 0.22% | 48 |
|
|
2025
Q3 | $5.11M | Buy |
44,604
+441
| +1% | +$47.8K | 0.24% | 46 |
|
|
2025
Q2 | $4.6M | Buy |
44,163
+35
| +0.1% | +$3.72K | 0.22% | 48 |
|
|
2025
Q1 | $4.81M | Buy |
44,128
+561
| +1% | +$57.3K | 0.24% | 43 |
|
|
2024
Q4 | $4.1M | Buy |
43,567
+930
| +2% | +$90.2K | 0.2% | 48 |
|
|
2024
Q3 | $4.1M | Buy |
42,637
+822
| +2% | +$72.8K | 0.21% | 48 |
|
|
2024
Q2 | $3.28M | Buy |
41,815
+714
| +2% | +$58K | 0.18% | 51 |
|
|
2024
Q1 | $3.38M | Sell |
41,101
-2,507
| -6% | -$202K | 0.19% | 53 |
|
|
2023
Q4 | $3.67M | Buy |
43,608
+7,224
| +20% | +$595K | 0.22% | 49 |
|
|
2023
Q3 | $2.93M | Sell |
36,384
-1,914
| -5% | -$166K | 0.2% | 51 |
|
|
2023
Q2 | $3.38M | Sell |
38,298
-839
| -2% | -$77.5K | 0.22% | 50 |
|
|
2023
Q1 | $3.71M | Sell |
39,137
-1,429
| -4% | -$132K | 0.25% | 50 |
|
|
2022
Q4 | $3.8M | Sell |
40,566
-2,247
| -5% | -$208K | 0.28% | 48 |
|
|
2022
Q3 | $3.83M | Sell |
42,813
-581
| -1% | -$59.4K | 0.31% | 47 |
|
|
2022
Q2 | $4.37M | Sell |
43,394
-3,472
| -7% | -$352K | 0.36% | 42 |
|
|
2022
Q1 | $4.68M | Sell |
46,866
-1,136
| -2% | -$107K | 0.35% | 45 |
|
|
2021
Q4 | $4.66M | Buy |
48,002
+5,050
| +12% | +$462K | 0.32% | 45 |
|
|
2021
Q3 | $3.79M | Sell |
42,952
-8,772
| -17% | -$823K | 0.31% | 47 |
|
|
2021
Q2 | $4.6M | Sell |
51,724
-1,842
| -3% | -$173K | 0.36% | 44 |
|
|
2021
Q1 | $5.01M | Sell |
53,566
-57
| -0.1% | -$4.97K | 0.42% | 38 |
|
|
2020
Q4 | $4.93M | Buy |
53,623
+16,514
| +45% | +$1.61M | 0.44% | 38 |
|
|
2020
Q3 | $3.6M | Sell |
37,109
-6,033
| -14% | -$562K | 0.38% | 41 |
|
|
2020
Q2 | $3.78M | Buy |
43,142
+547
| +1% | +$49.4K | 0.4% | 42 |
|
|
2020
Q1 | $3.75M | Sell |
42,595
-7,268
| -15% | -$699K | 0.45% | 39 |
|
|
2019
Q4 | $4.6M | Sell |
49,863
-1,407
| -3% | -$128K | 0.43% | 40 |
|
|
2019
Q3 | $4.88M | Sell |
51,270
-1,848
| -3% | -$167K | 0.5% | 35 |
|
|
2019
Q2 | $4.43M | Sell |
53,118
-564
| -1% | -$45.2K | 0.45% | 37 |
|
|
2019
Q1 | $4.25M | Sell |
53,682
-4,404
| -8% | -$327K | 0.46% | 36 |
|
|
2018
Q4 | $4.02M | Sell |
58,086
-3,314
| -5% | -$233K | 0.49% | 36 |
|
|
2018
Q3 | $4.1M | Sell |
61,400
-523
| -0.8% | -$34.9K | 0.42% | 43 |
|
|
2018
Q2 | $4M | Buy |
61,923
+1,641
| +3% | +$102K | 0.45% | 44 |
|
|
2018
Q1 | $3.78M | Sell |
60,282
-12,848
| -18% | -$797K | 0.43% | 44 |
|
|
2017
Q4 | $4.86M | Sell |
73,130
-76
| -0.1% | -$5.1K | 0.53% | 39 |
|
|
2017
Q3 | $4.6M | Buy |
+73,206
| New | +$4.67M | 0.53% | 38 |
|
Other funds holding WEC
VCM
VPM
Woodley Farra Manion Portfolio Management's WEC Position: Q1 2026 in Review
Woodley Farra Manion Portfolio Management reduced its WEC Energy (WEC) stake by 0.15% in Q1 2026, selling an estimated $7.64K and leaving 44,417 shares worth $5.14M. The position accounts for 0.25% of the portfolio, ranked #47.
Woodley Farra Manion Portfolio Management first reported a position in WEC in Q3 2017 and has held it in 35 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Woodley Farra Manion Portfolio Management held 44,417 shares of WEC Energy worth $5.14M as of Q1 2026.
- Woodley Farra Manion Portfolio Management sold 68 WEC Energy shares in Q1 2026, an estimated $7.64K.
- WEC Energy made up 0.25% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #47 holding.
- Woodley Farra Manion Portfolio Management first reported a position in WEC Energy in Q3 2017 and has held it in 35 quarters since.
- 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.