Zacks Investment 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 | $427K | Buy |
3,687
+21
| +0.6% | +$2.36K | ﹤0.01% | 519 |
|
|
2025
Q4 | $387K | Buy |
3,666
+399
| +12% | +$44.2K | ﹤0.01% | 545 |
|
|
2025
Q3 | $374K | Buy |
3,267
+124
| +4% | +$13.4K | ﹤0.01% | 539 |
|
|
2025
Q2 | $327K | Buy |
3,143
+13
| +0.4% | +$1.38K | ﹤0.01% | 542 |
|
|
2025
Q1 | $341K | Buy |
3,130
+253
| +9% | +$25.8K | ﹤0.01% | 530 |
|
|
2024
Q4 | $271K | Sell |
2,877
-45
| -2% | -$4.36K | ﹤0.01% | 570 |
|
|
2024
Q3 | $281K | Sell |
2,922
-530
| -15% | -$47K | ﹤0.01% | 565 |
|
|
2024
Q2 | $271K | Sell |
3,452
-315
| -8% | -$25.6K | ﹤0.01% | 525 |
|
|
2024
Q1 | $309K | Sell |
3,767
-27,427
| -88% | -$2.21M | ﹤0.01% | 530 |
|
|
2023
Q4 | $2.63M | Sell |
31,194
-6,218
| -17% | -$512K | 0.03% | 257 |
|
|
2023
Q3 | $3.01M | Sell |
37,412
-4,126
| -10% | -$359K | 0.04% | 226 |
|
|
2023
Q2 | $3.67M | Sell |
41,538
-4,984
| -11% | -$460K | 0.05% | 210 |
|
|
2023
Q1 | $4.41M | Sell |
46,522
-384,497
| -89% | -$35.6M | 0.06% | 195 |
|
|
2022
Q4 | $39M | Sell |
431,019
-359,724
| -45% | -$33.2M | 0.54% | 55 |
|
|
2022
Q3 | $70.7M | Buy |
790,743
+95,160
| +14% | +$9.72M | 1.13% | 25 |
|
|
2022
Q2 | $70M | Buy |
695,583
+691,361
| +16,375% | +$70.1M | 1.07% | 29 |
|
|
2022
Q1 | $421K | Sell |
4,222
-442
| -9% | -$41.7K | 0.01% | 466 |
|
|
2021
Q4 | $453K | Buy |
4,664
+367
| +9% | +$33.5K | 0.01% | 483 |
|
|
2021
Q3 | $379K | Sell |
4,297
-476
| -10% | -$44.6K | 0.01% | 485 |
|
|
2021
Q2 | $425K | Buy |
4,773
+2,054
| +76% | +$193K | 0.01% | 471 |
|
|
2021
Q1 | $255K | Buy |
+2,719
| New | +$237K | ﹤0.01% | 469 |
|
|
2019
Q2 | – | Sell |
-14,339
| Closed | -$1.13M | – | 622 |
|
|
2019
Q1 | $1.13M | Sell |
14,339
-4,532
| -24% | -$336K | 0.02% | 370 |
|
|
2018
Q4 | $1.31M | Buy |
18,871
+4,114
| +28% | +$289K | 0.03% | 297 |
|
|
2018
Q3 | $985K | Buy |
14,757
+77
| +0.5% | +$5.13K | 0.02% | 397 |
|
|
2018
Q2 | $949K | Buy |
14,680
+658
| +5% | +$40.9K | 0.02% | 428 |
|
|
2018
Q1 | $879K | Sell |
14,022
-385
| -3% | -$23.9K | 0.02% | 432 |
|
|
2017
Q4 | $957K | Buy |
+14,407
| New | +$967K | 0.02% | 411 |
|
|
2015
Q3 | – | Sell |
-8,471
| Closed | -$381K | – | 674 |
|
|
2015
Q2 | $381K | Buy |
8,471
+287
| +4% | +$13.8K | 0.01% | 484 |
|
|
2015
Q1 | $405K | Buy |
+8,184
| New | +$428K | 0.01% | 461 |
|
|
2014
Q4 | – | Sell |
-10,953
| Closed | -$471K | – | 758 |
|
|
2014
Q3 | $471K | Sell |
10,953
-1,769
| -14% | -$78.5K | 0.02% | 422 |
|
|
2014
Q2 | $597K | Buy |
+12,722
| New | +$591K | 0.02% | 382 |
|
Other funds holding WEC
VCM
VPM
Zacks Investment Management's WEC Position: Q1 2026 in Review
Zacks Investment Management increased its WEC Energy (WEC) stake by 0.57% in Q1 2026, buying an estimated $2.36K and bringing the position to 3,687 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #519.
Zacks Investment Management first reported a position in WEC in Q2 2014 and has held it in 31 quarters since. The position peaked at $70.7M in Q3 2022. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Zacks Investment Management held 3,687 shares of WEC Energy worth $427K as of Q1 2026.
- Zacks Investment Management bought 21 WEC Energy shares in Q1 2026, an estimated $2.36K.
- WEC Energy made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #519 holding.
- Zacks Investment Management first reported a position in WEC Energy in Q2 2014 and has held it in 31 quarters since.
- Zacks Investment Management's WEC Energy position peaked at $70.7M in Q3 2022.
- 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.